Details:
- Job Type: Permanent
- Job Status: Full-Time
- Location: East Midlands
- Date: 1 week ago
Description:
We are seeking an ambitious CRM Assistant (Mediterranean Desk) to join our client in Zurich, Switzerland (Job Ref: CRMAMDZW24). This onsite, permanent role in the banking sector offers a unique opportunity to directly contribute to our client's success by providing dedicated support to front units. As a CRM Assistant, you will engage directly with clients, assisting Relationship Managers (CRMs) in delivering exceptional service.
Responsibilities:
* Support CRMs in daily operations by coordinating client activities and ensuring streamlined business processes.
* Organize logistics for client meetings, events, and business trips efficiently to facilitate smooth operations.
* Manage account openings, closures, and other documentation meticulously, adhering to regulatory requirements.
* Monitor client portfolios, execute client orders in the absence of CRMs, and oversee asset maturities and corporate actions.
* Ensure adherence to internal and external policies and regulations, including FATCA, AML, MiFID, etc.
* Collaborate with CRMs to develop and maintain KYC (Know Your Customer) files, facilitating streamlined account management processes.
* Assist in preparing internal research publications to bolster client strategies and provide market insights.
* Handle various administrative tasks and promptly respond to ad-hoc requests.
Qualifications:
* Completed bank apprenticeship and/or Bachelor's degree in Banking and Finance.
* Minimum of 5 years in a front office support role within the banking sector.
* Fluency in English and German required. Proficiency in Spanish or French would be advantageous.
* Proficiency in Microsoft Office tools is essential; familiarity with Avaloq and Bloomberg platforms is highly desirable.
* Detail-oriented with a strong sense of reliability.
* Ability to thrive under pressure, demonstrating proactive problem-solving skills and responsibility.
* Commitment to delivering high-quality service with strong ethics and professionalism.
We invite enthusiastic candidates to submit their resumes detailing relevant experience. Please include Job Ref: CRMAMDZW24 in the subject line of your email. Join us in driving excellence in client support