4 days ago

Client Onboarding, Servicing & Support (COSS) Specialist

CREDIT SUISSE AG: Private Banking and Wealth Management

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Client Onboarding, Servicing & Support (COSS) Specialist

A highly challenging and interesting position within our International Wealth Management in the Client Onboarding & Support team based in Zurich. A fast changing environment where you work with many departments across the Asset Management area and Credit Suisse in general.
The Client Onboarding & Support team acts as a central knowhow and support hub for all Asset Management products and delivering solutions to the business
You will be responsible for:

  • Client Onboarding Service and Support for Portfolio Managers and Investment Boutiques (i.e. ensure proper workflow & downstream delivery) Trade execution for  Subscription & Redemptions
  • Management of client contract set up and changes for specific client segment within Asset Management
  • Delivery of data and ensuring of compliance with LCD requests, audit requirements and group policies
  • Reporting for legal & regulatory purposes, management and clients
  • Analysis, definition and documentation of operational processes and solutions for efficiency increases
  • Interaction with international Asset Management entities
  • Project Support for workflow management tools & onboarding cases
  • Higher education (e.g. Fachhochschule. Universität, Berufsmittelschule, Azek)  in Business Administration or similar
  • Very good understanding of the various roles in a typical asset management value chain (e.g., advisor, portfolio manager, trader, broker, custodian, administrator)
  • Experience in project management would be an advantage
  • Knowledge of the following is a clear advantage:
    • Experience in the Banking / Asset Management industry in a Swiss context
    • Experience in client identification
    • Good understanding of IT/data processing
  • A client-focus attitude, efficient/diligent working style and excellent communication skills
  • Self-motivation and an entrepreneurial team spirit with high willingness to learn and push boundaries
  • Fluent German language skills & English proficiency level required


Ms. I. Haller (HLOD13) would be delighted to receive your application.
Please apply via our career-portal.