Wealth Management Client Services Associate – Zurich

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

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.