Client Relations Support Assistant F/M

Responsabilities

· Manage and coordinate office-related activities for both Zurich and Geneva

· Plan, organize, and execute industry events, conferences, and roadshows

· Coordinate event and marketing budget planning in close collaboration with local sales and central marketing teams

· Oversee the production and quality control of marketing materials and content, including proofreading

· Provide comprehensive support to sales teams on internal processes and client-related requests

· Assist with operational activities and broader country management tasks

· Act as Salesforce expert, ensuring data accuracy through database maintenance and regular updates

· Monitor and coordinate ad hoc projects across teams and functions

· Serve as the local IT coordinator for hardware, software, printers, and mobile devices

· Support Relationship Managers by preparing client presentations, reports, and meeting materials.

· Help manage day-to-day client requests and ensure timely responses in collaboration with the Sales Support and Client Servicing teams.

· Update and maintain client data in CRM tools to ensure accurate pipeline tracking, segmentation, and reporting.

· Contribute to internal reporting activities by collecting and structuring relevant data points and documentation.

· Assist with the organisation of client events, meetings, and follow-ups, ensuring logistics and materials are delivered to a high standard.

· Collaborate closely with international teams to ensure alignment across business units and geographies.

Profile

 Minimum of 6 years of professional experience in a similar role (e.g., sales support, marketing coordination, or office management), within Asset Management
 Proven experience working with marketing teams, external partners, and senior internal stakeholders
 Strong client focus with a high level of service orientation
 Excellent organizational and multitasking skills with strong attention to detail
 Ability to manage multiple priorities in a fast-paced environment
 Strong interpersonal and communication skills, with a collaborative mindset
 Fluency in English/ German and French are strong advantages
 Excellent communication skills, both verbal and written, with a client-oriented mindset.
 Proficient in Microsoft Office, particularly Excel and PowerPoint; familiarity with CRM tools is an asset.
 Team-oriented, flexible, and proactive, with a strong sense of accountability and service quality.