HNW Private Wealth Client Services Associate

Interactive Brokers; Zug; Hybrid; CHF 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid working model

Career support and development

Discretionary stock grant

Performance-based bonus scheme

Gym contribution

Lunch provided

Corporate events

Zusammenfassung

Interactive Brokers in Zug, Switzerland seeks a Junior Client Services Associate to act as a trusted liaison for HNW and UHNW clients, delivering first-rate service and a smooth onboarding experience as the firm expands its private wealth offerings.

The role requires a client-first mindset, proactive issue resolution, and collaboration with internal teams. Fluency in English plus German or French is required; additional languages are a plus; a bank apprenticeship or a finance degree is preferred.

Qualifikationen

• Fluent in English (written and spoken).
• Fluency in German or French; additional languages are a plus.
• Experience in client service within banking/private wealth preferred.
• Strong problem-solving and client-first approach.
• Excellent interpersonal and communication skills.

Aufgaben

• Serve as primary contact for HNW/UHNW clients via email, phone, ticketing systems, and live chat.
• Escalate high-priority issues to stakeholders and suggest service improvements.
• Support client education, training, market research, and other strategic initiatives.

Kenntnisse

Fluent English

German or French

Problem solving

Interpersonal skills

Ausbildung

Commercial apprenticeship with a bank

Bachelor’s degree in Finance/Business/Economics

Jobbeschreibung

Interactive Brokers in Zug, Switzerland seeks a Junior Client Services Associate to act as a trusted liaison for HNW and UHNW clients, delivering first-rate service and a smooth onboarding experience as the firm expands its private wealth offerings.

The role requires a client-first mindset, proactive issue resolution, and collaboration with internal teams. Fluency in English plus German or French is required; additional languages are a plus; a bank apprenticeship or a finance degree is preferred.