1st Level Front & Client Advisor – e-Channels Service Centre

About the role

As a 1st Level Front & Client Advisor in the e‑Channels Service Centre, you will be the first point of contact for Private Banking clients and external asset managers using Julius Baer’s digital tools. You will handle inquiries in multiple languages and ensure smooth, efficient service.

Key responsibilities

• Provide first‑contact support for e‑Channels tools to Private Banking clients and external wealth managers.
• Handle oral and written inquiries in German, English, Spanish and, preferably, Italian and/or French.
• Analyze issues, propose solutions, and maintain the knowledge base.
• Document and manage all requests in the ticketing system, including follow‑up tasks.
• Contribute actively to the optimisation and development of service‑centre processes.

Required profile

• Completed commercial apprenticeship (preferably in banking) or equivalent Matura.
• Strong banking knowledge and interest in financial products.
• Several years of experience as a 1st‑level call agent in financial services or private banking.
• Fluent German, very good English, and preferably Italian, Spanish or French.
• Excellent communication skills, conflict‑resolution ability, and efficient conversation handling.
• Willingness to work in shift schedule (08:00‑20:00).
• Accurate, efficient, and able to work under pressure.
• Team‑oriented with a strong customer focus.

Required skills

• Proficiency with Microsoft Windows operating systems.
• Proficiency with macOS.
• Experience using ticketing systems for request management.

What we offer

• Opportunity to work in a leading private bank with a focus on digital channels.
• Dynamic, multilingual team environment.
• Professional development in wealth‑management services.