Client Services & Operations Associate – Wealth Management (Zurich)

AlTi Global, Inc.; Zürich; Hybrid; CHF 70.000 - 90.000; Vollzeit

Zusammenfassung

AlTi Tiedemann Global in Zurich seeks a Client Service Support to join our Client Operations team on a permanent, full-time basis. The role provides hands-on exposure to wealth management operations and supports Relationship Managers in delivering high-quality client service across the client lifecycle.

Key duties include office administration, client data maintenance, account openings and maintenance, and coordination with custodians and internal teams.

Qualifikationen

• Up to 2 years’ experience in Wealth Management operations or financial services.
• Commercial training or equivalent professional education.
• Strong organisational skills and attention to detail.

Aufgaben

• Support Client Services and Relationship Managers with day-to-day activities in the client lifecycle.
• Office management tasks: mail, couriers, expenses, supplies, events, and related duties.
• Assist with account openings/maintenance and client documentation.
• Coordinate with custodians, service providers and internal teams on client matters.
• Maintain client data and documentation in line with internal standards.
• Provide support on regulatory/compliance documentation and processes.
• Maintain confidentiality of sensitive client and company information.

Kenntnisse

Wealth management ops

MS Office

English

German

Ausbildung

Commercial training

Tools

MS Office

Jobbeschreibung

AlTi Tiedemann Global in Zurich seeks a Client Service Support to join our Client Operations team on a permanent, full-time basis. The role provides hands-on exposure to wealth management operations and supports Relationship Managers in delivering high-quality client service across the client lifecycle.

Key duties include office administration, client data maintenance, account openings and maintenance, and coordination with custodians and internal teams.