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Institutional Relationship Manager Assistant(m/w/x)

Schweiz
Full-timeOn-siteJunior

Supporting relationship managers with prospect onboarding and application follow-up for a leading Swiss online bank. 1+ year financial services customer care experience required. Daily support for relationship managers, French and English fluency needed.

Requirements

  • Bachelor's or Master's degree in Economics, Finance, Management, or Business Administration, or nearing graduation
  • Interest in global finance and comfort in stock market environment
  • French and English (mother tongue or fluent)
  • Working proficiency in Spanish, Italian, and/or German (plus)
  • Minimum 1 year experience in customer care or relationship management in financial services
  • Rigorous, great sense of priorities, excellent organizational skills
  • Talent in efficiency and strong communication skills
  • Open-minded, team-oriented spirit
  • Capability to work under pressure

Tasks

  • Support Relationship Managers with administrative tasks
  • Assist Business Development Managers with prospect onboarding
  • Follow up on prospect applications until compliance submission
  • Ensure high service levels and meet team targets
  • Monitor and ensure compliance with service levels
  • Conduct quality controls
  • Monitor smooth execution and settlement dashboard
  • Coordinate solutions
  • Update customer data and account settings
  • Handle incoming calls from prospects, clients, and departments
  • Manage general internal and external correspondence and mailing
  • Conduct periodic customer due diligence reviews
  • Coordinate operational questions with Legal, Compliance, BO, and Payments
  • Perform other administrative and sales tasks as assigned

Work Experience

  • 1 year

Education

  • Currently in higher educationOR
  • Bachelor's degreeOR
  • Master's degree

Languages

  • FrenchNative
  • EnglishNative
  • SpanishBusiness Fluent
  • ItalianBusiness Fluent
  • GermanBusiness Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Swissquote and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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