Client Onboarding & Relationship Support Specialist

Michael Page; Zürich; Vor Ort; CHF 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

International team environment

Exposure to regulatory aspects of thet

Structured onboarding and training

Diverse workload across client support

Central Zurich location

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Excel skills

Power BI knowledge

Client services experience

Stakeholder management

Strong communication

Ausbildung

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

Tools

Microsoft Excel

Power BI

Jobbeschreibung

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