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 hours per week

Work Mode: Office job (not remote, not hybrid)

Language Requirement: German & English speaking

Your Role

Are you a driven and adaptable team member with a positive outlook and an analytical mindset? Do you have a keen eye for detail and a knack for quickly mastering new tasks? If so, we welcome you to explore this exciting opportunity.

As a Client Offboarding Specialist, your main responsibilities will include:

• Orchestrating end-to-end handling of Client Offboarding, which involves:
• Coordinating all necessary activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and deactivating custody/accounts/relationships.
• Collaborating with diverse teams, such as the Asset Transfer Team and Front/Back Office.
• Supporting the Front Office with various tasks, including client interactions, product sales, and mandate closures.
• Managing standard operating procedures and contributing to process enhancements.
• Identifying risk factors and effectively escalating them to senior management.

Your Team

You will be part of the Client Offboarding Team, dedicated to streamlining the offboarding process for all Global Wealth Management clients. This position offers a stepping stone for further professional development and career advancement within the organization.

Your Expertise

• Understanding of banking products.
• Proficient in English and German (both written and verbal); knowledge of additional languages is a plus.
• Commercial education/diploma or equivalent; higher qualifications are advantageous.
• Strong proficiency in Microsoft applications (Word, Excel, Outlook, etc.).
• Able to thrive in a dynamic environment while demonstrating flexibility, a positive attitude, and a results-driven mindset.
• A commitment to delivering high-quality outputs with precision.
• Curious and eager to learn, with a willingness to give and receive constructive feedback.
• Able to adapt and collaborate with various teams to meet changing business needs and priorities.
• Excellent interpersonal and teamwork abilities; a true team player.
• Solution-oriented, with a focus on providing the highest level of service quality.
• Responsibility-aware and mindful of potential risks.
• Strong emphasis on quality and client satisfaction.

Application Process

If you believe you're a suitable match for this role, we invite you to Apply online using the form below. Please note that only applications matching the job profile will be considered.