Client Service Officer

Tasks

The responsibilities of the Client Service Officer include:

• Assist the Relationship Manager with daily client support and handling administrative and operational inquiries
• Contact customers by phone to ensure that prompt action is taken and a high standard of service quality is maintained
• Executing customer instructions accurately and in a timely manner, processing payment and transfer transactions, ensuring systematic callbacks, and providing support for other types of transactions
• Management of Fidelity deposits, loan placements, renewals, execution of investment orders, cash and foreign exchange transactions, etc.
• Analysis and preparation of loan applications, assistance in drafting loan agreements, and preparation of loan documents, guarantees, and other related documents
• Processing new customer account openings; preparing reports at the request of customers, supervisors, compliance officers, or other authorized individuals
• Assisting relationship managers with periodic reviews and participating in bank events

Risk management & controls

Responsibilities in the area of risk management and controls include:

• Ensuring strict monitoring of documentation, maintaining and updating customer instructions, information, and preferences, and complying with internal and external regulations
• Understanding of Syz’s risk management framework and knowledge of risk responsibilities within the team to ensure compliance with regulatory, legal, and internal policies
• Maintaining adequate knowledge and completing all required training to acquire and maintain the necessary skills and knowledge for the role

Requirements

The requirements for this position are:

• Relevant education (banking and/or finance) or equivalent professional experience
• 1–3 years of professional experience as an assistant with solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products
• Proven success in serving bank customers with complex needs
• A solid understanding of global financial markets and current industry trends
• Fluent English and German language skills

Personal and social skills

The required personal and social skills are:

• Strong commitment to service and a passion for customer service
• A team player with a positive attitude, a collaborative spirit, and a commitment to the team
• Self-motivated, able to multitask, proactive, with a strong sense of responsibility and resilience
• A systematic, precise, and meticulous approach to work, and the ability to work under pressure
• Friendly, competent and professional communication
• Reliability and the handling of confidential information with a high level of risk awareness
• Personal integrity and ethical conduct