Client Onboarding and Wealth Servicing Specialist (m/f/d 80-100%)

September 05, 2025

Who we are

Founded in 2017, Altoo’s mission is to bring simplicity to complex wealth.

The Altoo Wealth Platform consolidates all bankable and non-bankable assets, from investments and real estate to private equity and art collections, giving wealthy private individuals a clear, intuitive view of their total wealth.

Our platform is built and hosted in Switzerland by a dedicated team of software engineers, digital experience experts, and seasoned wealth management professionals. We combine deep market knowledge with technical excellence to innovate in the wealth management space.

Position: Client Onboarding and Wealth Servicing Specialist

We are seeking a motivated professional to join our team in Zug and support our core client segment of UHNW individuals, entrepreneurs, and family offices, offering a unique combination of direct interaction with clients and hands-on work with a cutting-edge digital wealth platform.

Your Role:

You will be the first point of contact for new and existing clients, guiding them through onboarding, platform education, and custodian bank integrations. Your mission is to ensure a seamless client journey from initial setup through to long-term satisfaction and retention.

Key Responsibilities:

Client Support: Serve as the go-to contact for all platform, usage, and data questions
Client Education: Deliver clear training so clients can confidently navigate the platform and its features
User Setup: Manage onboarding for client users, ensuring smooth desktop and mobile access
Custodian Integration: Coordinate custodian bank connections, including documentation and data feeds
Platform Configuration: Configure bankable and non-bankable assets, map portfolios, and set permissions tailored to client needs
Data Reconciliation: Investigate and resolve final remaining reconciliation issues and client queries in collaboration with our Data Operations team
Team Support: Provide administrative support to the Chief Customer Officer and team as needed

Qualifications:

Fluent in German with strong English skills; additional languages a plus
Experience in wealth management, family office services, or premium client servicing roles
Strong client orientation with a passion for delivering excellent service
Exceptional organizational and communication skills
Reliability, discretion, and attention to detail
Structured and solution-oriented working style
Empathetic and adaptable in working with diverse client needs
Proficiency in onboarding systems and technology platforms (experience with CRM, financial or wealth platforms is an advantage)
Team player committed to collective success and continuous improvement

What you will get

Direct exposure to a cutting-edge, disruptive technology in the wealth management sector
A transparent, flat organization where every opinion matters
A motivated, collaborative team of experts eager to share knowledge
Modern ways of working: hybrid model and an attractive office in Baar / ZG
The opportunity to make a tangible impact on client satisfaction and company growth

Does this sound like an ideal role and environment for you?

We’d love to hear from you! Please send your CV and a short note on how you can make a difference at Altoo to talent@altoo.io. If your profile is a match, we will be in touch.

All applications will be handled confidentially.

Please note: We do not work with recruitment agencies or headhunters.

Client Onboarding and Wealth Servicing Specialist (m/f/d 80-100%)

Who we are

Position: Client Onboarding and Wealth Servicing Specialist

Your Role:

Key Responsibilities:

Qualifications:

What you will get

Does this sound like an ideal role and environment for you?

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