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 transfers (orders, trades, etc.), ensure that all back-office tasks are carried out systematically, and provide support for other types of transactions as needed.
• 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, executives, trustees, and other intermediaries: analyzing and preparing loan applications; assisting with the drafting of loan agreements, collateral agreements, guarantees, powers of attorney, and other agreements.
• 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, risk and control functions, etc., and ensure operational efficiency.
• Preparing reports at the request of clients, supervisors, compliance officers, or other authorized individuals.
• Participation in the bank's events.
• Understanding Syz’s risk management framework and being familiar with risk responsibilities within the teams. Ensuring compliance with regulations, laws, internal rules, policies, and guidelines.
• Maintain the necessary knowledge to ensure that you are fully qualified to perform the role, and complete all required training to maintain and improve your level of competence and knowledge.

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.
• Self-reliant, 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.
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