Associate, Client Support, Financial Intermediaries, German speaking Europe (DACH)

Department: Financial Intermediaries
Region: Europe
Location: Zurich

Who We Are

ThomasLloyd is a leading independent asset manager and impact investor with first-hand experience in managing complex infrastructure projects in high growth and emerging markets across the full project lifecycle. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company has raised over USD 1.7 billion of aggregate capital to date in sustainable infrastructure for a broad range of private and institutional investors around the world.

Your Mission

In this role you will provide first level client support to the non-discretionary Financial Intermediaries channel including Independent Financial Advisors (IFAs), Investment Brokers and Wealth Managers in the German speaking markets (DACH). You will act as a dedicated first point of contact for our Distributors.  You will ensure a great client experience and either immediate resolution of enquiries, or for more complex requests appropriate and timely handover to the second line of support maintaining a seamless customer experience. This role will be based at our headquarters in Zurich.

Key Success Criteria

  • Existing experience in a client support role within the Financial/Professional Services or Technology sectors.
  • Ability to work to set standards to ensure a consistent level of service.
  • Driven to take ownership and find solutions.
  • Proficient in Microsoft office applications and able and willing to learn other software and technology.
  • Excellent written and verbal skills in German and English.

Personal Attributes and Competencies

  • Customer Commitment
  • Effective Communication
  • Time Management
  • Solution Focus
  • Cross Group Collaboration

Our Culture

  • We are pioneers in our field
  • We are passionate about what we do
  • We are driven by performance
  • We are lifelong learners
  • We take initiative and own the outcome

    APPLYING FOR A POSITION OR OPPORTUNITY AT THOMASLLOYD

    If you are interested in an open position or potential opportunities at ThomasLloyd, please apply by uploading and submitting:

    • Cover letter: Please explain why you are interested in the position and your motivation for applying, what you will bring to the role and why you think you would be a good fit for ThomasLloyd.
    • CV: Please provide a comprehensive description of yourself, work history and achievements including formal education, work experience, language skills, IT skills, interests, activities and references.

    Please notice that we only allow the listed file types above.

    You can upload your cover letter, CV and other relevant certificates here - preferably clustered in one document. Alternatively, you may also use the [Ctrl] key to select all documents at once and attach them. Thus, we will receive your complete application documents.


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    ... or contact us directly as even in a digital world nothing can replace a one-to-one conversation. We are looking forward to hearing from you!

    ThomasLloyd Group
    Recruiting Team
    Uraniastrasse 35
    8001 Zurich
    Switzerland

    Tel: +41 44 213 6767
    Fax: +41 44 213 6777