Client Service Officer – EAM Geneva

Tasks

Your responsibilities include:

• Supporting two relationship managers as a trusted client service officer
• Assistance with day-to-day tasks, including supporting customers 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.)
• Opening accounts for new clients, making changes to existing accounts, and coordinating with attorneys, notaries, company executives, trustees, and other intermediaries
• Participation in bank events and coordination with internal partners
• Analysis and preparation of loan applications, assistance in drafting loan agreements, and issuance of loans, guarantees, and letters of credit
• Preparing reports at the request of clients, supervisors, compliance officers, or other authorized individuals
• Monitoring documentation, maintaining and updating customer instructions, details, and preferences to ensure compliance with internal and external regulations (AML, FINMA, FATCA, etc.)

Requirements

The following requirements apply to this position:

• Training in banking and/or finance
• 8+ years of experience as an assistant, including solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products, ideally with experience in customer service and a commercial mindset
• Knowledge of EAM management in the Middle East

Soft skills

The following soft skills are expected 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 commitment
• Diligent, reliable, detail-oriented, organized, and precise, with a structured approach
• Focus on providing the highest quality service to customers
• Reliable, with initiative and a willingness to find solutions
• Discretion and respect for confidentiality

Technical skills

The following technical skills are expected for this position:

• Familiarity with IT systems and data management

We offer

We offer a dynamic and stimulating work environment, a flat hierarchy with direct access to senior leadership, a culture that thrives on innovation, and the opportunity to have your voice heard and your ideas considered.