E-Trading Support Customer Advisor
PostFinance Ltd is a FINMA-regulated Swiss financial institution and systemically important bank serving private and business customers with payments, savings, investments, pensions and digital banking solutions.
About PostFinance Ltd
PostFinance Ltd is a private-law Swiss company and wholly owned subsidiary of Swiss Post Ltd. It operates banking and financial-services products, including digital payments, savings, investing, retirement services, e-trading, and currently available cryptocurrency trading, custody and Ethereum staking.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the first point of contact for private clients using the E-Trading securities platform. You will respond to enquiries by phone, email, and chat; help clients use the platform; process stock exchange orders; and deliver a positive client experience in German and French.
Requirements
- Completed commercial or banking vocational training
- Demonstrated experience in telephone-based customer support, ideally in financial services
- Interest in stock exchange and securities trading
- German and French fluency, spoken and written
- Knowledge of relevant banking terminology
- Customer service orientation
- Teamwork
Responsibilities
- Answer client enquiries about the E-Trading securities platform by phone, email, and chat
- Support clients in using the platform and explain the value of E-Trading
- Record and process stock exchange orders
- Use language skills in daily client interactions to ensure a positive client experience
- Work flexibly from Monday to Friday between 08:00 and 18:00 and cover late shifts until 22:00 three to four times per month
Benefits
- Six weeks of vacation and the option of unpaid leave
- Part-time, job-sharing, and top-sharing work models
- 18 weeks of fully paid maternity leave and four weeks of paternity leave
- Preventive health offerings, ergonomic workstations, and support during extended absences
- Free Half Fare Travelcard or discounted General Abonnement, plus bicycle, car-sharing, and electric-car offers
- Employee vouchers worth up to CHF 500 per year
- Preferential mortgage interest and fee-free accounts, credit cards, and custody accounts
- Home office in many areas
Hiring Process
Online application with CV and relevant documents → confirmation of receipt → application review within two to three weeks → first interview → second interview if mutually positive → telephone offer and email employment confirmation → online contract package → onboarding and Welcome Day.