Client Service Officer – EAM Geneva

Job description

As Client Service Officer – EAM Geneva, you will support two Relationship Managers and become their trusted Client Service Officer. Your responsibilities will include:

• Supporting relationship managers in their daily work to serve customers and handle administrative and operational inquiries.
• Daily telephone contact with customers to ensure prompt action is always taken and high quality of service and operational excellence is guaranteed.
• 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.
• Opening accounts for new clients—private accounts, companies, operating companies, and complex structures such as trusts (simple and complex) and funds—in collaboration with the relationship manager, as well as making changes to accounts for existing clients.
• Participation in the bank's events.
• Coordination with lawyers, notaries, managing directors, trustees, and other intermediaries.
• Analysis and preparation of loan applications, assistance with the drafting of loan agreements, issuance of loans, guarantees, and letters of credit.
• Preparation of reports at the request of customers, supervisors, compliance officers, or other authorized persons.
• Fidelity custody account and credit placements (5 renewals), execution of investment orders (stocks, bonds, 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 monitoring of documentation, maintaining and updating records of customer instructions, customer data, and preferences to ensure compliance with internal and external regulations (AML, FINMA, FATCA, etc.).

Requirements

The following requirements are necessary for this position:

• 6+ years of professional experience as an assistant, including solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products, already exposed to clients and demonstrated a commercial mindset by supporting the relationship manager in business research, events, and client book development.
• Knowledge of EAM management in the Middle East.

Soft skills

The following soft skills are required for this position:

• Strong customer focus.
• Commercial appetite.
• Autonomous, multitasking, proactive, strong sense of responsibility, resilience.
• Strong communication and interpersonal skills.
• Team spirit and cooperative spirit.
• Positive attitude and demonstrates drive and commitment.
• Strict, dependable, attentive to detail, 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