Swissquote’s South Africa Desk in Zurich offers dedicated support to independent, South Africa-based asset managers who partner with our bank. These partners utilize our investment platform for custody and brokerage for their clients and we assist them with their day-to-day interactions with Swissquote, provide guidance on our investment tool and support them in client onboarding and administrative tasks.We are a small team and look for a dedicated addition in our journey.Your position and main responsibilities:Supporting Relationship Managers with all administrative tasks.Responding to customer inquiries by phone and in writing, as well as coordinating internally with other departments (Back Office, etc.).Monitoring and ensuring service level agreements are met and performing relevant quality controls.Updating client data and account settings.Processing new account opening requests, requesting missing documents and tracking their ongoing progress.Handling client payments and processing fee charges for our asset managers.Managing account balance inquiries and revoking powers of attorney.
Job Details
ID | #53265450 |
Estado | South Carolina |
Ciudad | Zurich |
Tipo de trabajo | Full-time |
Salario | USD TBD TBD |
Fuente | Swissquote |
Showed | 2025-01-13 |
Fecha | 2025-01-13 |
Fecha tope | 2025-03-14 |
Categoría | Etcétera |
Crear un currículum vítae | |
Aplica ya |
Relationship Manager Assistant - South Africa Desk
South Carolina, Zurich 00000 Zurich USA