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Client Services Senior Specialist

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26/09/2024 100% Permanent position
Allfunds Bank S.A., Zurich Branch

Allfunds – we give you the path, you blaze your trail!


Looking for your next challenge? Allfunds (AMS: ALLFG) is a fast-paced, dynamic, Wealthtech leader with 17* offices around the globe and our employees are the best at what they do.
We have a relentless passion for quality and a drive to keep ahead of the competition. We also have a strong business foundation built by experts over 20 + years ago, with the flexibility and agility of start-up.
As a Wealthtech, Allfunds blends our wealth management expertise with the innovation and creativity of a fintech. We have over €1.3 trillion assets under administration and are the leading B2B platforms for the fund industry. We built and continue to evolve a digital ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data analytics, regulatory solutions, ESG tools, blockchain, and alternative investments.
Founded in Madrid in 2000, Allfunds offers international opportunities, a commitment to work-life balance, competitive benefits packages including flexible holidays, and continued training and development. This is under-pinned by our values to have a positive social impact on the markets in which operate. 
If you are open to new prospects, an adaptable professional, and enjoy collaborating with diverse and inclusive people, then Allfunds is the place for you. 

*Brazil, Chile, Colombia, France, Hong Kong, Italy, Luxembourg, Miami, Poland, Shanghái, Singapore, Spain (Madrid/Valencia), Sweden, Switzerland, United Arab Emirates and United Kingdom.

Client Services Senior Specialist

This role will include:

  • Serve as first point of contact for existing clients
  • On-boarding project management tasks for new clients
  • 1st level support for Web portal users
  • Coordinating client’s requests with internal stakeholders
  • Supporting the Sales team in the client acquisition process
  • Occasional travel when required.

The successful Candidate will have the following skills, knowledge and experience:

  • Client focused and quality-driven
  • Ability to interact independently with professional clients
  • Analytical skills
  • Advanced PC skills
  • Working experience in the fund industry or in the custody business
  • Knowledge of operations services (e.g. from fund dealing, custody, payments, SWIFT)
  • Fluency in German and English. French is a further plus.

What you will find when working at Allfunds

We believe in

All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees, and partners can count on us for the best services.

All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.

All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.

All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, accompany them on their journey, and inspire them to reach their dreams.

If you believe you match these values, we look forward to meeting you.

Diversity, Equity and Inclusion

For Allfunds, Human Capital is at the heart of the company’s strategy and results, as well as part of our ESG strategy. DEI, represents the acronym of Diversity, Equity and Inclusion and how we understand it within our group. For Diversity Allfunds includes ways in which people differ, encompassing the different characteristics that make one individual different from another. For Equity Allfunds encompasses the policies and practices used to ensure fair treatment, opportunity, and advancement for all employees. For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued. 

Through DEI, Allfunds fosters a culture that recognizes and minimizes bias.

Place of work

Bahnhofstrasse 13

8001 Zürich

Contact

Ofelia Nieto

Ofelia Nieto

HR Manager

+34 636 896 409


Website

https://allfunds.com/en/