Specialist Client Services and Front Support

Vontobel; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Top Zurich location with rooftop ter

Free lunch

Zusammenfassung

Vontobel is seeking a Specialist 1st Level Front Support to join the Service Hub. You will be the first contact for Wealth Management Front Office and related staff, handling general technical issues, access rights, and process inquiries to ensure smooth daily operations.

We value a hands-on, client-focused attitude, strong communication in German and English, and the ability to work onsite full-time with a collaborative team in Zurich.

Qualifikationen

• Experience in IT or similar support role, preferably in financial services.
• Strong understanding of Wealth Management front-office processes and banking operations.
• Proven ability to deliver client-focused, direct phone support in high-pressure situations.

Aufgaben

• Provide first-level support to Relationship Managers, Assistants and Front Office staff.
• Troubleshoot and resolve general and operational issues, including system challenges and access rights.
• Assist with tools and technical issues to ensure smooth daily operations.
• Resolve base data and workflow-related inquiries to support front-office processes.
• Act as a point of contact to ensure operational excellence and strong client experience.

Kenntnisse

IT support experience

Wealth management front-office

Phone support

Problem solving

Jobbeschreibung

Are you passionate about delivering exceptional support and ensuring smooth operations in the financial world? We are looking for a highly motivated Specialist 1st Level Front Support to join our Service Hub team. This role is a key part of our organization, providing first-level support to Relationship Managers, Assistants, and the Front Office, ensuring they can deliver outstanding service to our clients. Our team takes ownership, embraces challenges, and constantly seeks new ways to learn, develop, and improve. We are looking for a new team member who views every interaction as an opportunity to provide efficient, high-quality support and contribute to an excellent client experience. If you thrive in a dynamic environment and are eager to make a difference, we’d love to hear from you!

What would your role be?

As part of the Front Support team, you will play a crucial role as the first and most important point of contact for our Wealth Management Front Office employees. Your primary responsibility will be to provide assistance with general and operational issues, including system-related challenges, process inquiries, access rights, and more. As a Specialist in 1st Level Front Support, your responsibilities will include:

• Troubleshooting and resolving first-level support issues promptly and effectively.
• Assisting with tools and technical issues to ensure smooth daily operations.
• Resolving access issues, base data challenges, and workflow-related queries.
• Supporting front-office processes and addressing general banking matters.
• Acting as a key point of contact to ensure operational excellence and enhance the client experience.

What are we looking for?

• Relevant experience in IT or a similar support role, ideally within wealth management or financial services.
• Solid knowledge of Wealth Management front-office processes, technical tools, and banking operations.
• Genuine passion for delivering personalized and direct phone support, maintaining a friendly, professional, and calm demeanor in high-pressure situations, while providing efficient and effective assistance to Wealth Management stakeholders.
• A hands-on approach, openness to tackling new topics, a strong helper mentality, curiosity, and a drive to understand and resolve problems sustainably.
• A client-focused mindset, proactive attitude, and attention to detail in identifying and resolving issues.
• Willingness to work onsite full-time to ensure close collaboration with the team and direct support for the Front Office.
• Strong communication and interpersonal skills, with oral and written proficiency in German (C2) and English (C1).

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Private Clients

Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draw on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page