Client Service Specialist

AlTi Tiedemann Global; Zürich; Vor Ort; CHF 70.000 - 110.000; Vollzeit

Zusammenfassung

AlTi Tiedemann Global in Zurich seeks a Client Service Specialist to support Relationship Managers in wealth management operations. The role focuses on client-facing advisory, account administration, and lifecycle tasks within a global investment advisory firm.

We value English and German language skills, IT proficiency, and a proactive, team-oriented work style. The position requires five days weekly presence, with at least four days onsite.

Qualifikationen

• Fluency in English and strong German skills are essential.
• ,
• IT affinity with MS Office proficiency (Word, PowerPoint, Excel).
• Experience in Wealth Management operations is a plus.

Aufgaben

• Support Relationship Managers with daily client-facing advisory and administrative tasks.
• Assist with account openings and updating client data in the lifecycle.
• Prepare asset statements and client reports.
• Coordinate with custodian banks and internal counterparties.
• Assist with events and general office administration.
• Maintain high-quality client service with regulatory compliance.

Kenntnisse

English fluency

German skills

IT affinity

Team-player

Ausbildung

Commercial training in financial sector

Tools

MS Office

Jobbeschreibung

Client Service Specialist

Department: Client Operations

Employment Type: Full Time

Location: Zurich

Description

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world's most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn't just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It's the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you're committed to making wealth worth more through enduring partnership, we want you to join us.

Job Description

We are looking for an additional team member to join our successful Client Service team in Zurich.

This role offers hands-on exposure to wealth management operations, supporting Relationship Managers in delivering high-quality client service and gaining insight into the full client lifecycle within a global investment advisory firm. The position is on a permanent basis.

Key Responsibilities

• Supporting the Relationship Managers in their daily client facing advisory and support activities (account management, administration, preparation of presentations, reports and proposals etc) in all segments
• E-mail, correspondence, telephone, reception and support with/of clients and stakeholders
• Collaborate on complex account openings (e.g., domiciliary companies, trusts, foundations) and ensure smooth execution of client orders, administrative tasks and formalities of the life-cycle of a client (updating and maintaining customer data)
• Ensuring and complying with regulatory requirements
• Assist with the preparation of asset statements and various reports for clients
• Various queries and coordination with custodian banks, partners and internal counterparties
• Assisting with the organization of events and other activities
• Various administrative activities in the office management (physical mail etc.)
• Availability: 5 days per week (physical presence on at least 4 days)

Skills, Knowledge and Expertise

• Up to 2 years’ experience of working within Wealth Management operations or wider Financial Services is preferable.
• Completed commercial training in the financial sector (with further education) would be preferrable but not essential
• IT affinity (MS Office; Word, Power Point and Excel)
• Fluency in English is essential as well as strong German skills. Other languages would be beneficial but not essential
• Positive attitude towards work, proactive, team-player and reliable working style
• Committed, independent and proactive way of working, also in compliance with time limits
• Someone who takes pride in telephone and personal customer contact and is client-oriented
• Professional appearance