Client Account Officer

Job Description

We are looking for a proactive Client Support Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.

Key Responsibilities

• Receive, prepare, and initiate the execution of customer instructions in compliance with internal procedures (authorizations, establishment of formal terms, collection of internal signatures if required, transmission of instructions to the relevant department)
• Manage investment instructions received by the Clients
• Collect customer instructions in the event of corporate actions
• Follow-up on the accuracy and completeness of customer files
• Follow up on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary.
• File the contact person on behalf of the team for the other departments of the bank whenever needed (follow-up on requests, etc.)
• Be the alternative contact person to the Client Relationship Officer for customers (phone answering, meetings, etc.)
• Perform research work at the request of the CRO
• Prepare any documental support on behalf of the CRO
• Assist the CRO in any other delegated tasks
• Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.)
• Monitor operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.)
• Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.).

Skills and Experience

• Experience: Minimum of 5 years in a similar role within private banking or financial services.
• Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).
• Languages: Excellent proficiency in English and French; additional languages are a plus.
• Technical Skills: Proficient in standard IT systems, ability to quickly learn new software.

Personal Attributes

• Service-oriented and client-focused mindset
• Strong team player with a collaborative spirit
• High level of confidentiality and discretion
• Proactive and self-motivated
• Detail-oriented, accurate, and reliable
• Open-minded and eager to learn new skills

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.