Account Manager - Client Ops & Administration (Flexible)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 110.000 - 150.000; Vollzeit

Zusammenfassung

Julius Baer is seeking an Account Manager to service clients and own day-to-day account administration. The role involves processing orders, trades and regulatory documents while coordinating with internal and external stakeholders in a fast-paced environment.

You will manage openings, changes and ongoing client documentation, acting as a role model for service quality and maintaining high professional standards in German and English. Zurich-based position.

Qualifikationen

• Excellent client servicing and relationship management skills.
• Experience in end-to-end account administration and documentation.
• Knowledge of regulatory forms and compliance in banking.

Aufgaben

• Provide day-to-day servicing for bank employees as account administrator.
• Handle account openings, changes and documentation with high quality.
• Process orders, trades, deposits, loans and general client inquiries.
• Loster on client relationship management and project-related admin tasks.
• Coordinate with internal and external stakeholders autonomously.

Kenntnisse

Client servicing

Account management

Trade support

Documentation

Regulatory knowledge

Interpersonal skills

German language

English language

Jobbeschreibung

Julius Baer is seeking an Account Manager to service clients and own day-to-day account administration. The role involves processing orders, trades and regulatory documents while coordinating with internal and external stakeholders in a fast-paced environment.

You will manage openings, changes and ongoing client documentation, acting as a role model for service quality and maintaining high professional standards in German and English. Zurich-based position.