Client Service Officer – EAM Geneva

Tasks

• Assist the Relationship Manager with daily tasks to support clients and handle administrative and operational inquiries
• Daily phone contact with customers to ensure prompt action is always taken and to guarantee high-quality service and operational excellence
• Accurate and timely execution of client instructions, processing of payments and transactions (orders, trades, etc.) to ensure that all back-office tasks are carried out systematically and to provide support for other types of transactions
• Opening accounts for new clients—including personal accounts, businesses, operating companies, and complex structures such as trusts (simple and complex) and foundations—in collaboration with the Relationship Manager, as well as making changes to accounts for existing clients
• Coordinating with attorneys, notaries, managing directors, trustees, and other intermediaries: analyzing and preparing loan applications; assisting with the drafting of loan agreements, legal documents, agreements, and contracts
• Preparing reports at the request of clients, supervisors, compliance officers, or other authorized individuals
• Management of trust deposits and loan placements, including renewals; execution of investment orders (stocks, bonds, mutual funds, hedge funds, and private equity); cash and foreign exchange transactions, etc.
• Support for all periodic reviews (PEP, low- and high-risk reviews)
• Ensuring strict oversight of the documentation, maintenance, and updating of customer records, risk and control functions, etc., and ensuring operational efficiency
• Preparing reports at the request of clients, supervisors, compliance officers, or other authorized individuals
• Participation in the bank's events
• Understanding of Syz’s risk management framework and familiarity with risk responsibilities within the teams
• Ensuring compliance with legal requirements, internal rules, regulations, and policies
• Maintain the necessary knowledge to ensure that you are fully qualified to perform the role and complete all required training to maintain your level of competence and knowledge

Your profile

• Education: Education in banking and/or finance
• Professional experience: 3+ years of experience as an assistant, including solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products
• Soft skills:
  • Strong customer focus
  • Commercial appetite
  • Autonomous, multitasking, proactive, strong sense of responsibility, resilience
  • Strong communication and interpersonal skills
  • Diligent, reliable, detail-oriented, organized, and precise, with a structured approach
  • Focus on providing the highest quality service to customers
  • Reliable, shows initiative and a willingness to find solutions