×
Register Here to Apply for Jobs or Post Jobs. X

Junior Client Service Executive H​/F

Job in Zürich, 8081, Zurich, Kanton Zürich, Switzerland
Listing for: Performance Consultant SA
Full Time position
Listed on 2026-10-25
Job specializations:
  • Finance & Banking
    Banking Operations, Banking & Finance, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 90000 - 120000 CHF Yearly CHF 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Location: Zürich

Our client is an international banking institution with private banking operations in Zürich.

You will support Relationship Managers and Investment Managers in providing day‑to‑day client service and ensuring the efficient administration of client accounts.

Your main responsibilities will include:

  • Handling client enquiries, receiving and confirming instructions, and preparing documentation, forms and agreements.
  • Executing and booking financial transactions, including equities, bonds, foreign exchange, options, structured products and alternative investments.
  • Monitoring account balances, processing incoming and outgoing transfers, and managing maturities across deposits, investments and loans.
  • Supporting account openings, periodic reviews and KYC procedures, including following up on outstanding client documentation.
  • Coordinating with internal departments, compliance functions and operational teams to resolve client requests and transaction issues.
  • Helping identify business opportunities and supporting advisors in presenting relevant banking products and services.
  • Ensuring compliance with Swiss regulations, cross‑border requirements and internal policies.
  • Organising business trips, client events and marketing initiatives.
  • Contributing to process improvements, knowledge sharing and general account administration.
Profile
  • A degree or professional qualification in finance, economics or business administration.
  • At least two years of banking experience in a client‑facing role or a similar environment.
  • Experience managing client requests and expectations in accordance with internal policies and applicable regulations.
  • Experience working with emerging markets clients and professional service providers, such as trustees and family offices.
  • Familiarity with banking systems; experience with Avaloq is highly desirable.
  • Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
  • Fluency in English and Russian. Additional languages relevant to the market, such as Ukrainian, Hebrew, Turkish or Greek, would be an advantage.
  • Strong communication, presentation and interpersonal skills.
  • A client‑focused approach and commitment to delivering high‑quality service.
  • A proactive mindset, strong problem‑solving skills and a can‑do attitude.
  • Excellent organisational skills, with the ability to prioritise effectively and meet deadlines.
  • Flexibility and the ability to manage multiple tasks simultaneously.
  • Attention to detail and a strong sense of responsibility.
  • A collaborative approach and willingness to share knowledge.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary