Specialist Client Services and Front Support

Role

Full-time

Permanent

Mid

Customer Service

Logistics

Zürich / Genferstrasse 8

On-site

100%

Closes in 30 days

Requirements

EU/EFTA permit

Skills

English (C1)Problem SolvingCommunication SkillsOperational excellenceWealth managementBanking processesWorkflow designContinuous improvementClient service deliveryCustomer service technologyPermissions managementNetwork troubleshooting

Languages

German C2

English C1

Description

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.

Responsibilities

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.

Requirements

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.
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).

Benefits

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.

Company

Vontobel

Financial Services

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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.