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
• Ensure that client instructions are executed accurately and on time, process payment and transfer transactions (orders, trades, etc.), ensure that all callbacks are carried out systematically, and provide support for other types of transactions
• Opening accounts for new clients—including personal accounts, businesses, operating companies, and comprehensive structures such as trust assets (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, business executives, trustees, and other intermediaries; analyzing and preparing loan applications; assisting in the drafting of loan agreements, lease agreements, mortgages, and guarantees
• 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 documentation, maintaining and updating customer records

Your profile

• Education: Education in banking and/or finance
• Professional experience: 3+ years of experience as an assistant, including a solid understanding of compliance matters (account opening, KYC, periodic reviews) and investment products
• Soft skills:
  • Strong customer focus
  • Commercial appetite
  • Self-motivated, able to multitask, proactive, strong sense of responsibility, resilient
  • Strong communication and interpersonal skills
  • Diligent, reliable, detail-oriented, organized, and precise, with a structured approach
  • Committed to providing the highest quality service to our customers
  • Reliable, shows initiative and a willingness to find solutions
  • Discretion and respect for confidentiality
• Technical skills: Familiarity with IT systems and data management

We offer

• A fast-paced, demanding work environment
• A flat hierarchy with direct access to senior staff
• A culture that thrives on innovation and provides opportunities to be heard and have your ideas considered