Junior Client Service Executive - Zurich

Job Purpose:

To fulfill all administrative needs of all fund buying and distributing IM EMEA clients. To act as a first and ongoing point of contact for any client service needs. This role will introduce you to investment management and you will gain industry knowledge, experience and develop relationships across the sector.

Responsibilities:

• Deliver & communicate operational excellence to the intermediary and institutional clients of BNY Mellon in the assigned markets.
• Foster and maintain strong working relationships with the operational contacts of BNY Mellon’s clients.
• Respond to incoming operational queries and ad-hoc requests in a timely and professional manner.
• Identify areas for process and client service improvements on an ongoing basis and in line with business, market and product developments.
• Observe, maintain and improve tight risk control processes.
• Deliver regular monthly and quarterly reports to clients accurately and in a timely manner.
• Learn, understand and adhere to the company’s procedures covering anti financial crime matters & distributor due diligence, including but not limited to, AML, KYC and sanctions requirements.

Job Specific Competencies:

• Fluency in English and German (essential)
• Client Service Experience (preferred)
• Strong organizational skills
• Team player
• Building and leveraging internal relationships
• Numeracy and good level of competence in Excel
• Solving problems and creating solutions
• Interest in the Investment Management industry

Qualifications - External

Academic/Professional Qualifications (or equivalent qualifiers)

• Graduates looking for a first/second role in Investment Management
• Or High school (matura level) with experience in banking
• 
  

Stellenbeschreibung:

Client Service Asset Management - Einsteigerposition in den Finanzbereich bei BNY Mellon, einem der weltweit führenden Vermögensverwalter mit Büro in Zürich.

Vielseitiger, abwechslungsreicher Job mit Entwicklungspotential zum Client Relationship Manager oder Fund Sales.

Administrative Unterstützung des lokalen Verkaufsteams im Asset Management Bereich.

Tätigkeiten/Aufgabenbereich:

Administrative Erledigung verschiedener Aufgaben im Fondsbereich, z.B. Tabellenberechnungen und -vervollständigung, E-mail Kommunikation auf Deutsch und Englisch, Datenabgleich, Kundenanfragen beantworten.

Koordination zwischen internen Abteilungen herstellen/sicherstellen.

Anforderungen/Qualifikationen:

• Abschluss einer kaufmännischen Lehre oder Matura
• Interesse am Finanzmarkt/Fondsgeschäft, idealerweise Praktikum im Finanzsektor
• Gute Deutsch- und Englischkenntnisse
• Kundenorientiertes Denken
• Grundkenntnisse MS Outlook, Excel, Word,
• Fähigkeit zur Selbstorganisation
• Lokale Arbeitserlaubnis

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.