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Client Services Data Specialist E / (G)

( Region : Zürich / Position : Non-management level / Job Type : Finance / Accounting / Rate : 100% )

Join a highly professional global player ...

Our client is a very successful globalplayer in the Zurich area. On his behalf we are looking for a professional  


Your Challenge 

  • Manage information between investment management, business development, compliance, legal and IT
  • You will be responsible for the process of analysis and improvements
  • You will act as the interface with IT and data aggregation teams to enable the best solutions for the team
  • Design and improvement of team processes
  • You have to provide client services support to the Business Development team located globally
  • responsible for scheduled client reports and ad hoc client requests
  • Close cooperation with IT, Front and other units of the Bank


Your qualifications 

  • Master’s degree in science, business, economics or finance
  • CAIA, CFA would be an advantage
  • around 5 years of working experience in a similar role, preferably with an international asset management firm or an investment bank
  • Sound understanding of capital markets and financial instruments
  • strong analytical thinking / strong numerical skills
  • Excellent IT skills such as Excel (Pivot Tables) 
  • SharePoint configuration knowledge and programming skills (VBA) are a plus
  • excellent English skills, German would be an advantage
  • result orientated / solution orientated talent 
  • Highly motivated personality, flexibility and capacity to work in an entrepreneurial environment.


We are looking forward to receiving your English CV at

Kley Consulting, Mrs. Susanna Kley, Hofstrasse 72b, 6300 Zug,,, Tel. 079 240 75 51

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