Client Service Officer – EAM Geneva

Tasks

• Assist the Relationship Manager in their daily work by supporting clients and handling 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 customer instructions, processing of payment and transfer transactions (orders, trades, etc.) to ensure that callbacks are systematically carried out and support is provided for other types of transactions.
• Processing account openings for new clients—including personal accounts, businesses, operating companies, and complex structures such as trust companies (both simple and complex) and foundations—in collaboration with the Relationship Manager, as well as making changes to existing client accounts.
• Coordinating with attorneys, notaries, managing directors, trustees, and other intermediaries; analyzing and preparing loan applications; assisting with the drafting of loan agreements, security agreements, and guarantees, etc.
• Preparation of reports at the request of customers, supervisors, compliance officers, or other authorized persons.
• Management of fiduciary deposits and loan placements, including renewals, and 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.

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 demonstrated commercial mindset, gained by supporting the Relationship Manager in business development, events, and client portfolio management.
• 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.
  • Focused on providing the highest quality of service to 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.