The Client Success Associate is responsible for:

• Guiding new and prospective clients through the onboarding process, ensuring efficient account opening, funding, and activation.
• Providing exceptional customer service by addressing client questions, building rapport, and educating them about bank services.
• Collaborating with the onboarding team and other departments to ensure a coordinated and effective process.
• Adhering to regulatory requirements (MiFID, AML) and maintaining high operational standards.
• Contributing to team targets for onboarding, funding, and activation while maintaining client satisfaction.
• Sharing client feedback and insights to support ongoing service improvements.

You have:

• Excellent communication skills with fluency in English and German; additional European languages are a plus
• Bachelor's degree or equivalent practical experience
• Experience in client servicing or onboarding, preferably in retail banking or investing
• Knowledge of investments (equities, funds) and banking products
• Familiarity with banking operations, digital trading platforms, and relevant regulations (e.g., MiFID)
• Strong customer service skills with a confident and professional demeanour
• Commercial mindset
• Exceptional attention to detail and problem-solving skills