Client Service Support

About the role

AlTi Tiedemann Global, a global wealth and investment advisory firm, is looking for an additional team member for its Client Service team in Zurich. The role offers hands-on exposure to wealth management operations, supporting Relationship Managers in delivering high-quality client service and giving insight into the full client lifecycle within a global investment advisory firm. The position is on a permanent basis.

Key responsibilities

• Support the Client Services and Relationship Management teams with day-to-day activities throughout the client lifecycle.
• Handle various administrative tasks in office management, including physical mail, couriers, expenses, supplies, events and other daily office matters.
• Assist Relationship Managers with account administration, client requests, presentations, reports and other client materials.
• Handle stakeholder communication by email, telephone and in person, with a professional and service-oriented approach.
• Maintain and update client data, records and documentation according to internal standards.
• Assist with account openings, account maintenance and client documentation, including complex structures such as companies, trusts and foundations.
• Coordinate with custodian banks, service providers and internal teams on client and administrative matters.
• Support the Client Services team with regulatory and compliance documentation and processes.
• Support internal projects and process improvements within Client Services and the Zurich office.
• Maintain confidentiality and handle sensitive client and company information with discretion.

Required profile

• Up to 2 years' experience in Wealth Management operations or wider Financial Services is preferable.
• Commercial training or equivalent professional education; banking or financial services experience is an advantage.
• Fluency in English and strong German (C1 level), written and spoken; additional languages are an advantage.
• Availability of 5 days per week, with physical presence in the office on at least 4 days.

Required skills

• Good IT skills and confidence with MS Office, especially Word, Excel, PowerPoint and Outlook.
• Strong organisational skills, attention to detail and ability to manage multiple priorities and deadlines.
• Client-oriented, proactive and reliable, able to work independently while being a team player.