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 payment and transfer transactions (orders, trades, etc.), ensure that callbacks are performed systematically, and provide support for other types of transactions.
• Processing account openings for new clients—including personal accounts, businesses, operating companies, and complex structures such as trusts (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, 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).
• Ensure strict oversight of the documentation, maintenance, and updating of customer records.

Your profile

• 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 account 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 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.