Client Services & Assistant Relationship Manager at Helvetic Payroll

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

19 Aug, 26

Salary

0.0

Posted On

21 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Administrative Support, KYC/AML, Financial Administration, Microsoft Office, Client Onboarding, Regulatory Documentation, Data Analysis, Interpersonal Communication, Organization, Attention To Detail, Vendor Management, Reporting, Wealth Management, Asset Management, Banking Platforms

Industry

Human Resources Services

Description

Your Role You will support day-to-day operations, client servicing activities and administrative processes while working closely with experienced professionals in a dynamic financial environment. Key responsibilities Client & Administrative Support Coordinate administrative activities and ensure accurate management of documentation and records Support client onboarding processes and account-related administration Prepare, organize and maintain client files and regulatory documentation Manage correspondence, mailings and internal follow-up activities Assist in preparing presentations, summaries and reporting materials Operations & Financial Administration Support invoice management and vendor follow-up activities Assist with reconciliations and administrative financial processes Participate in periodic reporting activities and simple data analysis/extractions Provide support across operational workflows as business needs evolve Compliance & Internal Coordination Assist with KYC/AML documentation and onboarding processes Support preparation of internal compliance documentation and regulatory forms Liaise with internal stakeholders including operations, compliance and portfolio teams Ensure confidentiality and accuracy in all documentation handling Environment Small and collaborative teams with close interaction with senior stakeholders Exposure to Wealth Management, Asset Management and banking environments Office-based role with occasional client interactions Varied responsibilities and strong visibility across departments Opportunity to contribute beyond a defined scope depending on business priorities Your Profile Degree in Administration, Banking, Finance or equivalent Previous experience within banking, asset management, family office or financial services environments preferred Strong organisational skills and high attention to detail Good knowledge of Microsoft Office (Excel, Word, Outlook) Experience with banking platforms or fund administration systems is considered a plus Understanding of KYC/AML procedures would be advantageous Strong communication and interpersonal skills Client-oriented mindset with a proactive and solution-driven approach Reliable, discreet and comfortable handling sensitive information Team player with strong prioritisation abilities Why consider this opportunity? Beyond one position, we are continuously supporting several teams and business units across the Wealth Management and financial ecosystem. Joining our network gives you visibility on a range of current and future opportunities aligned with your profile, allowing us to identify the best possible fit for your experience and long-term ambitions.

Responsibilities

Support day-to-day operations, client onboarding, and administrative processes within a financial environment. Coordinate regulatory documentation, KYC/AML compliance, and financial administration including invoice management.