Specialist Client Services and Front Support

Posted 2 Days Ago
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Zürich, CHE
In-Office
Junior
Fintech • Financial Services
The Role
Provide first-level front-office support for Wealth Management Relationship Managers and Assistants: troubleshoot systems, resolve access and workflow issues, assist with technical tools and banking processes, and act as primary contact to ensure operational excellence and a high-quality client experience. Work onsite full-time and communicate in German and English.
Summary Generated by Built In
Are you passionate about delivering exceptional support and ensuring smooth operations in the financial world? We are looking for a highly motivated Specialist 1st Level Front Support to join our Service Hub team. This role is a key part of our organization, providing first-level support to Relationship Managers, Assistants, and the Front Office, ensuring they can deliver outstanding service to our clients.
Our team takes ownership, embraces challenges, and constantly seeks new ways to learn, develop, and improve. We are looking for a new team member who views every interaction as an opportunity to provide efficient, high-quality support and contribute to an excellent client experience. If you thrive in a dynamic environment and are eager to make a difference, we’d love to hear from you!

What would your role be?

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.

What are we looking for?

We are looking for a candidate who brings:

  • 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, while providing efficient and effective assistance to Wealth Management stakeholders.

  • 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).

What do we offer?
  • 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.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply. 

Why Vontobel? 

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. 

Do you want to be Vontobel?  

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

Skills Required

  • Relevant experience in IT or a similar support role
  • Experience within wealth management or financial services
  • Knowledge of Wealth Management front-office processes, technical tools, and banking operations
  • Proven ability to provide personalized phone support and remain professional and calm under pressure
  • Hands-on problem-solving approach, curiosity, and strong helper mentality
  • Client-focused mindset, proactive attitude, and attention to detail
  • Willingness to work onsite full-time
  • German language proficiency (C2) - oral and written
  • English language proficiency (C1) - oral and written
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The Company
2,432 Employees
Year Founded: 1924

What We Do

Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time

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