Job speichern Zurück zu Suche Stellenbeschreibung Übersicht Ähnliche Jobs hinzugefügt 11/11/202612-month contract within an international financial services environmentBroad exposure to client onboarding, KYC and relationship management activitiesFirmenprofilOur client is a well-established international financial services organisation operating within the investment funds industry. The business supports institutional clients globally and is recognised for its collaborative, multicultural working environment.StellenbeschreibungClient & Relationship Management SupportAct as a key contact for client and relationship manager queries, ensuring timely and professional responsesSupport Relationship Managers with client reviews, service discussions and meeting preparationAssist with presentations and demonstrations for prospective and existing clientsBuild strong working relationships with internal stakeholders across multiple international locationsOnboarding & KYC ActivitiesCoordinate end-to-end onboarding processes for new business relationships and additional account requestsManage client outreach throughout regulatory onboarding and documentation collection activitiesSupport ongoing KYC, AML and periodic review campaigns in line with internal policies and regulatory requirementsLiaise with compliance and operational teams to facilitate smooth client onboardingReporting & Business SupportContribute to revenue tracking, pipeline monitoring and management reporting activitiesPrepare and maintain business documentation, client records and support materialsProduce presentations and reports for internal and external stakeholdersAssist with audit requests and evidence gathering when requiredProcess Improvement & ProjectsIdentify opportunities to improve existing processes and client service deliverySupport business change initiatives, system enhancements and departmental projectsContribute to knowledge-sharing initiatives and best practice development within the teamAnforderungsprofilBachelor's degree in Business Administration, Finance, Economics, Law or a related fieldMinimum 3 years of experience in client services, onboarding, KYC, AML, relationship management support or a similar function within financial servicesExposure to investment funds, asset servicing, fund distribution, custody, securities services or banking environmentsStrong understanding of onboarding and KYC processes for institutional clientsExperience working with multiple stakeholders across business functionsAdvanced Microsoft Excel skillsExperience with Power BI is considered an advantageFluent English (written and spoken) is mandatoryFluent German is strongly preferredExcellent communication and presentation skillsComfortable interacting with clients and senior stakeholdersAdaptable and capable of managing changing prioritiesSonstige InformationenOpportunity to join a highly international team working across several global locationsExposure to both client-facing and regulatory aspects of the investment funds industryCollaborative and supportive team culture with structured onboarding and trainingDiverse workload combining operational support, client interaction and project involvementCentral Zurich locationReferenznummer angebenJN-112026-7143120ZusammenfassungBerufsfeldBüro & GeschäftsunterstützungNäheres BerufsfeldTeam Sekretär (m/w)BrancheFinancial ServicesOrtZürichVertragsartInterimReferenznummerJN-112026-7143120
