Overview
In this role you provide first-line support to Wealth Management Front Office staff, ensuring smooth operations and quick resolution of system and process queries. You will act as the main contact to maintain operational excellence and a top-level client experience. You’ll collaborate closely with cross-functional teams to resolve access, data, and workflow issues, enabling front-office stakeholders to serve clients effectively. This position offers hands-on problem solving in a dynamic financial services environment, with a focus on professional, calm support under pressure.
Verantwortungsbereiche
- Troubleshoot and resolve first-level IT and operations issues promptly
- Assist with tools and technical issues to support daily operations
- Resolve access, base data, and workflow-related queries
- Support front-office processes and general banking matters
- Serve as a key contact to ensure operational excellence and client experience
Zentrale Anforderungen
- Relevant IT or support experience, preferably in wealth management or financial services
- Solid knowledge of wealth management front-office processes, tools, and banking operations
- Passion for direct phone support with a professional, calm demeanor under pressure
- Hands-on, curious, problem-solving mindset with a proactive attitude
- Client-focused, detail-oriented with strong communication skills
- Willingness to work onsite full-time
- German (C2) and English (C1) language proficiency
- client-focused mindset
- proactive attitude
- strong communication skills
- wealth management front-office processes
- banking operations
- IT support and troubleshooting
Specialist Client Services and Front Support in Zürich Arbeitgeber: Bank Vontobel
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, in einem dynamischen und agilen Umfeld in Zürich zu arbeiten, wo Sie aktiv an der Weiterentwicklung unserer Kernbankenplattform mitwirken können. Unsere offene Arbeitskultur fördert kreative Ideen und Teamarbeit, während wir Ihnen durch moderne Technologien und kontinuierliche Weiterbildung hervorragende Entwicklungsmöglichkeiten bieten. Genießen Sie zudem zahlreiche Vorteile wie ein kostenloses Mittagessen und eine zentrale Lage, die Ihren Arbeitsalltag bereichern.
