Great opportunity in the investment management industry for a young and smart talent

Our client is a global investment management firm committed to provide sophisticated clients, such as pension funds, foundations and endowments, with superior asset management solutions and services. They offer a broad range of investment strategies, including equity and fixed income products across developed and emerging markets as well as absolute return strategies. For their Zurich office we are looking for a proactive personality as

Client Service Associate

As a member of a small, professional team you will be supporting the business development and client relationship managers who deal with institutional clients in continental Europe. You are responsible for the coordination and production of dedicated client reports and for the client data management. You will also directly respond to client inquiries and assure that high group standards are met. In the business development process you get extensive questionnaires (RFP`s) and presentations done in time, primarily by working with the marketing support professionals in the UK and the US. Furthermore you monitor and oversee cash flows into funds and accounts and work closely with the fund administration teams abroad as well as client custodians.

We are looking for candidates with a sound education and first experience in the finance industry, preferably in investment management, global custody or mutual fund administration. You are keen on providing first-class client servicing and coordinate external and internal resources to achieve your and the team`s objectives. Your strong interest in finance, your self-motivation and your ability to work independently will offer you interesting opportunities within the company in the future. You communicate professionally in English and you speak at least one further European language, preferably German. Your project management skills, confidence in decision making, and high attention to details are also required as are advanced knowledge of MS Office. If you have the desire to succeed in a dynamic global environment with very flat hierarchies, and meet the requirements, please send your motivation letter and cv to Claudia Zachmann or Roland Staub, preferably by e-mail.

  • Job Titel Client Service Associate
  • Branche Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Ihr Berater
    Claudia Zachmann (CZA)
    Claudia Zachmann - czachmann(at)
    Corporate Management Selection C.M.S. AG Zürich
    Carmenstrasse 24, 8032 Zürich
    Tel. +41 44 250 40 00

„Yoga lehrt mich zu fokussieren und setzt positive Energien frei. Die Erfahrungen mit Yoga helfen mir, Dinge zu bewegen, diszipliniert zum Ziel zu gelangen und nicht zuletzt Ausgeglichenheit zu finden.“

Claudia Zachmann

Tel. +41 44 250 40 00

Ausbildung und Berufspraxis

Kaufmännische Ausbildung, Weiterbildung als Mediator, Nachdiplom in Marketing & Kommunikation sowie CAS in lösungsorientierter Beratung am IAP. Erfahrung bei Personaldienstleistern mit Schwerpunkt Rekrutierung sowie als Product Manager in internationalem Medienkonzern.

Claudia Zachmann
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