ASAP - Sales & Relationship Management Assistant (m/f/d) 100%

Michael Page (Switzerland); Zürich; On-site; CHF 60,000 - 90,000; Full time

Benefits offered by this job

International team environment

Exposure to regulatory aspects of thet

Structured onboarding and training

Diverse workload across client support

Central Zurich location

Job summary

Michael Page (Switzerland) is seeking a Client & Relationship Management Support professional for a 12-month contract in Zurich. You will act as a key contact for client and relationship manager queries, support onboarding, KYC and reporting activities, and collaborate with stakeholders across locations.

The role requires a bachelor in business/finance, at least 3 years in financial services, strong Excel and Power BI skills, fluent English and German, and the ability to manage changing

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Law or a related field.
• Minimum 3 years of experience in client services, onboarding, KYC, AML, relationship management or similar in financial services.
• Experience with investment funds, asset servicing, fund distribution, custody or banking environments is a plus.
• Strong understanding of onboarding and KYC processes for institutional clients.
• Experience working with multiple stakeholders across business functions.
• Advanced Microsoft Excel skills.
• Power BI experience is advantageous.
• Fluent English (written and spoken) is mandatory.
• German language skills strongly preferred.
• Excellent communication and presentation skills.
• Comfortable interacting with clients and senior stakeholders.
• Adaptable and capable of managing changing priorities.

Responsibilities

• Act as a key contact for client and relationship manager queries, ensuring timely and professional responses.
• Support Relationship Managers with client reviews, service discussions and meeting preparation.
• Assist with presentations and demonstrations for prospective and existing clients.
• Build strong working relationships with internal stakeholders across multiple international locations.
• Coordinate end-to-end onboarding processes for new business relationships and additional account requests.
• Manage client outreach throughout regulatory onboarding and documentation collection activities.
• Support ongoing KYC, AML and periodic review campaigns in line with internal policies.
• Liaise with compliance and operational teams to facilitate smooth client onboarding.
• Contribute to revenue tracking, pipeline monitoring and management reporting activities.
• Prepare and maintain business documentation, client records and support materials.
• Produce presentations and reports for internal and external stakeholders.
• Assist with audit requests and evidence gathering when required.
• Identify opportunities to improve existing processes and client service delivery.
• Support business change initiatives, system enhancements and departmental projects.
• Contribute to knowledge-sharing initiatives and best practice development within the team.

Skills

Excel skills

Power BI knowledge

Client services experience

Stakeholder management

Strong communication

Education

Bachelor's degree in Business Administration, Finance, Economics, or Law

Tools

Microsoft Excel

Power BI

Job description

• 12-month contract within an international financial services environment
• Broad exposure to client onboarding, KYC and relationship management activities

About Our Client

Our 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.

Job Description

Client & Relationship Management Support

• Act as a key contact for client and relationship manager queries, ensuring timely and professional responses
• Support Relationship Managers with client reviews, service discussions and meeting preparation
• Assist with presentations and demonstrations for prospective and existing clients
• Build strong working relationships with internal stakeholders across multiple international locations

Onboarding & KYC Activities

• Coordinate end-to-end onboarding processes for new business relationships and additional account requests
• Manage client outreach throughout regulatory onboarding and documentation collection activities
• Support ongoing KYC, AML and periodic review campaigns in line with internal policies and regulatory requirements
• Liaise with compliance and operational teams to facilitate smooth client onboarding

Reporting & Business Support

• Contribute to revenue tracking, pipeline monitoring and management reporting activities
• Prepare and maintain business documentation, client records and support materials
• Produce presentations and reports for internal and external stakeholders
• Assist with audit requests and evidence gathering when required

Process Improvement & Projects

• Identify opportunities to improve existing processes and client service delivery
• Support business change initiatives, system enhancements and departmental projects
• Contribute to knowledge-sharing initiatives and best practice development within the team

The Successful Applicant

• Bachelor's degree in Business Administration, Finance, Economics, Law or a related field
• Minimum 3 years of experience in client services, onboarding, KYC, AML, relationship management support or a similar function within financial services
• Exposure to investment funds, asset servicing, fund distribution, custody, securities services or banking environments
• Strong understanding of onboarding and KYC processes for institutional clients
• Experience working with multiple stakeholders across business functions
• Advanced Microsoft Excel skills
• Experience with Power BI is considered an advantage
• Fluent English (written and spoken) is mandatory
• Fluent German is strongly preferred
• Excellent communication and presentation skills
• Comfortable interacting with clients and senior stakeholders
• Adaptable and capable of managing changing priorities

What's on Offer

• Opportunity to join a highly international team working across several global locations
• Exposure to both client-facing and regulatory aspects of the investment funds industry
• Collaborative and supportive team culture with structured onboarding and training
• Diverse workload combining operational support, client interaction and project involvement
• Central Zurich location