Client Offboarding Specialist / Client Offboarding Specialistess

Client Offboarding Specialist - Wealth Management

Number of positions: 4

Location: Opfikon, Zurich

Duration: until 31.Dec.2026

Full time: 42 hrs per week

Office job: Not remote, not hybrid

Languages: GERMAN & ENGLISH SPEAKING

Your Role

Are you a motivated and flexible team member with a positive attitude and an analytical way of thinking? Do you possess a sharp eye for detail and adapt quickly to new tasks? If so, we invite you to explore this exciting opportunity.

Your main responsibilities will include end-to-end handling of Client Offboarding, such as:

• Orchestrating all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation.
• Collaborating with other teams, such as the Asset Transfer Team, Front Office, and Back Office.
• Supporting the Front Office with certain responsibilities, including client contact, product sales, and mandate closures.
• Managing standard operating procedures and working on process enhancements.
• Identifying risk items and escalating them to senior management as needed.

Your Team

You will be working in the Client Offboarding Team, which consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. This opportunity offers a platform for further development and could be your stepping stone toward a professional career within the organization.

Your Expertise

• Understanding of banking products.
• Strong proficiency in English and German (both written and oral); proficiency in additional languages is advantageous.
• Commercial education/diploma or comparable education; higher qualifications are a plus.
• Excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.).
• Ability to thrive in a dynamic environment while demonstrating a high level of flexibility, a positive attitude, and a results-driven mindset.
• 5 days of in-office work is mandatory.
• Demonstrated ability to deliver accurate outputs and ensure high-quality service delivery.
• Curious and eager to learn, with strong skills in both giving and receiving feedback.
• Flexibility to work with and partner across different teams based on business requirements.
• Excellent interpersonal and teamwork skills; a true team player.
• Solution-oriented mindset focused on delivering the highest level of quality services.
• Responsible and aware of potential risks.
• A keen attention to quality and client satisfaction.

Apply online using the form below. Please note that only applications matching the job profile will be considered.