Associate, Client Support, Financial Intermediaries, German speaking Europe (DACH)
ThomasLloyd Group
Zurich, Europe
1d ago

Your Mission

In this role you will provide first level client support to the non-discretionary Financial Intermediaries channel including Independent Financial Advisors (IFAs), Investment Brokers and Wealth Managers in the German speaking markets (DACH).

You will act as a dedicated first point of contact for our Distributors. You will ensure a great client experience and either immediate resolution of enquiries, or for more complex requests appropriate and timely handover to the second line of support maintaining a seamless customer experience.

This role will be based at our headquarters in Zurich.

Key Success Criteria

  • Existing experience in a client support role within the Financial / Professional Services or Technology sectors.
  • Ability to work to set standards to ensure a consistent level of service.
  • Driven to take ownership and find solutions.
  • Proficient in Microsoft office applications and able and willing to learn other software and technology.
  • Excellent written and verbal skills in German and English.
  • Personal Attributes and Competencies

  • Customer Commitment
  • Effective Communication
  • Time Management
  • Solution Focus
  • Cross Group Collaboration
  • Our Culture

  • We are pioneers in our field
  • We are passionate about what we do
  • We are driven by performance
  • We are lifelong learners
  • We take initiative and own the outcome
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