Account Manager – Geneva (Full-Time)

Tasks

• Independent management of end-to-end customer account administration to ensure accurate and compliant documentation (KYC/CDB, account openings, legal forms) and maintain it at the highest level
• Managing daily operational tasks; resolving system alerts and handling customer inquiries independently or in coordination with RM's for asset-related matters
• Maintaining and validating key customer data and CRM records in close collaboration with RM's to ensure the integrity of customer relationships
• Direct contact with customers, professional handling of inquiries, facilitating transactions, and leading non-advisory agenda items in meetings, as appropriate
• Preparing for client meetings, managing calendars, organizing business trips, and conducting thorough follow-ups independently
• Preparation of customized reports, presentations, and investment recommendations; support for marketing and client event initiatives
• Improving operational efficiency by managing internal projects related to customer accounts, resolving administrative issues, and ensuring that all systems and documentation are up to date
• Proactively identifying opportunities for process improvement and sharing best practices to enhance team performance
• Processing of expense reports and administrative support for RM's/team leaders
• Supporting risk and compliance matters by actively identifying, addressing, and escalating potential issues; ensuring compliance with internal policies and local regulations
• Ensuring that outstanding issues, audits, and control deficiencies are resolved in a timely manner
• Document all customer interactions and instructions clearly and completely in CLM, CRM, DiAs, Wealth Navigator, or other designated systems
• Adhering to ethical standards and fostering a culture of compliance, precision, and service excellence

Requirements

• Customer-focused, with strong integrity, discretion, and excellent interpersonal skills; builds trust easily
• Adaptable and culturally aware – works effectively with diverse clients and teams
• Proactive, independent, and solution-oriented; takes the initiative and embraces change
• Communicates clearly and professionally in English and French; knowledge of additional languages is a plus

We offer