Client Service Specialist Fintech

  • Job Reference: 395868098-2
  • Date Posted: 12 October 2021
  • Recruiter: kessler.vogler gmbh
  • Location: Zürich
  • Salary: On Application
  • Sector: Management & Supervisors, Restaurant & Service
  • Job Type: Permanent

Job Description

For almost 20 years, we have specialized in professional, executive and contracting search for banks, financial service providers and insurance companies.

We have received several awards for the quality of our services and our first-class network, and we would be happy to support you in your next career step.

We are currently recruiting for a motivated, dynamic and independent individual for the role as Client Support Specialist for our client, an emerging fintech company in the heart of Zurich.

  • Manage and monitor customer cases with support from the Operations, Product Development, and Onboarding team
  • Assist with customer onboarding and user training on the platform
  • Handling customer inquiries, questions, and complaints through support channels
  • Track customer expectations and recurring issues
  • Build a sustainable and mutually beneficial relationship between customers and our company
  • Following up with customers after their issues have been resolved
  • Record issues and provide feedback to management or product development department
  • Assist in generating leads and identifying potential up-sell or cross-sell opportunities with existing customers
  • Assist business development and management with administrative tasks

  • Requirements:
  • Completed banking apprenticeship, experience in wealth management or university degree with focus on banking / finance (or similar)
  • You have initial work experience in a supporting role in Wealth Management or similar
  • You have knowledge and enthusiasm for technology and wealth management business processes
  • You are highly motivated and can quickly empathize with complex client needs
  • You have a proactive attitude and passionate about providing an excellent customer experience
  • You are a team player with a high degree of flexibility, initiative and enthusiasm
  • Flexibility to travel occasionally and spontaneously

  • Interested? We look forward to receiving your complete applicationdocuments. We are happy to check them and get back to you. Absolute discretionis a matter of course for us.

    Kind regards

    Your teamkessler.vogler

    Schifflände22 - 8001 Zurich


    Languages: Fluent German and English skills (spoken and written)
    French, Italian and Spanish would be a benefit
    Job location: Zürich
    Start Date: by arrangement
    Job Type: Permanent job
    Job no.: 07
    Publication Date: 30.08.2021