Operations Assistant – Client Services

An expanding organisation in the financial services sector in Switzerland. Our clients mission is to advise and guide their clients in all aspects of financial planning from simple tax optimization advice about the Swiss Pension System to complex international pension transfers. They have a team of
regulated, FINMA and ARIF registered advisers working with clients throughout Switzerland via their Interactive Client Portal which allows them to work remotely; supported by the Nyon-led Operations team.
They are currently looking for the right candidate to work remotely as an Operations Assistant with specific responsibility for Client Services. Although based remotely the role will involve working closely with the general operations and administration team based in their Nyon office.

Managing company email inboxes
Dealing with emails promptly and efficiently; replying and following up
Answering telephone calls and dealing with messages
Phoning clients as required to answer queries and request information
Maintaining accurate records of client queries and keeping consultants informed
Liaising with providers and partner organisations to resolve client queries
Maintaining databases and uploading consultant and client data
Printing, copying, scanning and filing documents electronically
Assisting the Nyon-based Operations team as required

Skills & Experience required:
Languages - fluent English essential, some French desirable
Minimum 5 years’ experience in a client-facing environment
Excellent communication and organisational skills
Ability to pay attention to detail and follow procedures
Motivation to learn and take on responsibility for all aspects of Client Services
IT – proficient use of Microsoft Office; Outlook, Word, Excel, Internet

1824,62 Euro - 3649,24 Euro per month

Self-employed/sub-contractor position based remotely
Part time position initially 50%; ideally 5 half-days within Swiss office hours which are typically
Monday-Friday, 8.30am–5.30pm
Opportunity to become a full-time role as the business develops
Remuneration depending on skills and experience
We are looking for the right person for a long-term partnership – the right candidate will benefit from
extremely competitive income conditions.

International Recruitment Agency