Client Service Officer – EAM Geneva

Your tasks

• Assist the Relationship Manager in their daily work by supporting clients and handling administrative and operational inquiries.
• Maintain daily telephone contact with customers and ensure that issues are always addressed promptly to guarantee high-quality service and operational excellence.
• Accurately and promptly execute client instructions, process payments and transfer transactions (orders, trades, etc.), ensure that all callbacks are systematically carried out, and provide support for other types of transactions as needed.
• Opening accounts for new clients—including private accounts, businesses, operating companies, and entire structures such as trust companies (both 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 with the drafting of loan agreements, lease financing 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).
• Ensure strict oversight of documentation, and maintain and update 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. Previous experience working with clients and a proven commercial mindset, demonstrated through supporting the Relationship Manager in business development, events, and client portfolio growth.
• 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.
  • Committed to providing the highest quality of service to our customers.
  • Reliable, shows initiative and 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 for your voice to be heard and your ideas to be considered.