Financial Services Middle Office Specialist (80-100%)
Key information
- Publication date:25 July 2025
- Workload:80 – 100%
- Place of work:Zurich
Job summary
Join SIX as a Financial Services Middle Office Specialist! Shape finance.
Tasks
- Manage customer sales territory with Sales Representatives.
- Serve as primary contact for client inquiries and support.
- Draft and oversee customer contracts and billing processes.
Skills
- 3+ years in a middle or back-office role; relevant education required.
- Strong numerical skills and attention to detail essential.
- Fluent in English, French, and German for effective communication.
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SIX drives the transformation of financial markets.
What sets us apart drives us ahead: between local roots and global relevance, we are a unique blend of tradition and future, of foundation and growth. We value bright minds and inspire them to grow with their ideas. Come and shape the future of finance with us.
Financial Services Middle Office Specialist (80-100%)
Zurich |working from home up to 40% | Reference 7125
As a key contributor to our sales operations, you will manage a defined customer territory in close collaboration with a Sales Representative. You will also take ownership of all administrative and support activities related to sales and the implementation of financial information systems for our clients.
What You Will Do
• Territory Management: Oversee a customer sales territory in partnership with Sales and Account Managers, focusing on financial services products in Western Switzerland and selected international regions.
• Client Support: Serve as the primary point of contact for customer inquiries related to products, functionalities, data, pricing, exchange permissions, and issue resolution.
• Contract Administration: Draft, process, and manage customer contracts within the financial customer information system.
• Billing & Financial Oversight: Initiate invoicing processes and monitor dunning procedures and accruals to ensure financial accuracy.
• Project Coordination: Manage product and data entitlements, and plan, coordinate, and track customer and sales-related projects from initiation to completion.
What You Bring
• Educational Background: Completed commercial apprenticeship (kaufmännische Grundbildung) followed by further education at a Swiss University of Applied Sciences (Fachhochschule) or a College of Higher Education (Höhere Fachschule) or equivalent.
• Professional Experience: At least 3 years of experience in a similar role, preferably in a middle or back-office environment.
• Skills & Mindset:
o Strong numerical aptitude and attention to detail.
o Customer-focused with a proactive and well-organized approach.
o Ability to work independently and collaboratively in a dynamic environment.
• Language Proficiency: Excellent verbal and written communication skills in English, French, and German (C1 level in all three).
If you have any questions, check out our FAQ page or call Anthony Millsat +44 207 550 5407.
For this vacancy we only accept direct applications In English.
Diversity is important to us. Therefore, we are looking to receiving applications regardless of any personal background.
