Job in Switzerland: Customer Service Representative for External Asset Managers - Jane Lew, United States - Aurora Technologies

Aurora Technologies
Aurora Technologies
Verified Company
Jane Lew, United States

4 weeks ago

Meredith Sinclair

Posted by:

Meredith Sinclair

beBee Recruiter
Description

Job in Zurich:
Your responsibilities include: * Acquisition and development of your own portfolio * Active support within the team in customer care * Execution of customer-specific processes such as account opening and KYC / due diligence checks * Processing of customer orders such as stock market orders, payments, loans and credit cards * Investigation, tracking and resolution of customer inquiries What do you bring: * Solid banking education supplemented by specialized training * Relevant experience in banking and/or intermediary business with a focus on wealth management * Quick comprehension and analytical thinking, even with complex customer structures * Profound knowledge of asset management * Strong customer and service orientation * Independent, careful, reliable and structured way of working * Communicative and strong personality
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