Wealth Management Operations & Client Services Specialist

Lexton Stanley; Lausanne; Vor Ort; CHF 70.000 - 90.000; Vollzeit

Zusammenfassung

Lexton Stanley is looking for an Administrative & Operations Officer in Lausanne to support daily activities across administration, operations, and compliance. This position includes responsibilities such as managing client interactions, overseeing financial documentation, and ensuring AML compliance.

The ideal candidate will have experience in wealth management, a proactive mindset, and must be fluent in French and English. Join a collaborative team and contribute to enhancing operational efficiency through innovative solutions.

Qualifikationen

• Experience in administrative, operations, or client servicing roles within financial institutions.
• Understanding of KYC processes and banking operations.
• Knowledge of AML and compliance is a plus.
• Strong ability to manage multiple priorities.

Aufgaben

• Monitor daily account balances and address discrepancies.
• Manage incoming client communication and correspondence.
• Prepare client meetings and maintain records.
• Support compliance controls and administrative tasks.

Kenntnisse

Organizational skills

Communication skills

Attention to detail

Problem-solving mindset

Interpersonal skills

Tools

Microsoft Office

Portfolio Management System (PMS)

AI tools

Jobbeschreibung

Lexton Stanley is looking for an Administrative & Operations Officer in Lausanne to support daily activities across administration, operations, and compliance. This position includes responsibilities such as managing client interactions, overseeing financial documentation, and ensuring AML compliance.

The ideal candidate will have experience in wealth management, a proactive mindset, and must be fluent in French and English. Join a collaborative team and contribute to enhancing operational efficiency through innovative solutions.