Client Service Officer

Job description

We are seeking a proactive Client Support Officer (CSO) who is committed to serving clients and helping to fulfill our mission of empowering entrepreneurial spirits to create long-term value. In this role, you will be a key liaison between clients and our internal teams, ensuring the smooth execution of client instructions while building strong relationships in a stimulating and dynamic work environment.

Main tasks:

• Receiving, preparing, and initiating the execution of customer instructions in accordance with internal procedures (approvals, creation of internal forms, collection of internal signatures if necessary, transmission of instructions to the responsible department).
• Management of investment instructions received from clients.
• Collection of customer instructions during corporate events.
• Monitoring the accuracy and completeness of customer files.
• Tracking pending issues and escalating them to the Customer Relationship Officer (CRO) if necessary.
• Contact person for other departments of the bank, if necessary (troubleshooting, inquiries, etc.).
• Alternative contact person for the customer relationship manager for customers (answering the phone, meetings, etc.).
• Ad hoc work at the request of the CRO.
• Preparation of documentary support on behalf of the CRO.
• Supporting the CRO with delegated tasks.
• Daily or monthly monitoring of loans (checking for limit overruns, collateral overruns, overdrafts, risk concentration, significant losses, etc.).
• Daily monitoring of operational quality (deposit extensions, pending orders, MiFID profile, checking negative cash balances, etc.).
• Annual monitoring of risks (dormant accounts, post office box accounts, accounts with small balances, escalation of claims and case-by-case follow-up, etc.).

Requirements:

Experience:

• At least 3 years of experience in a similar role in private banking or financial services.

Knowledge:

• Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).

Languages:

• Excellent language skills in French and English; fluency in other languages is an advantage.

Technical skills:

• Familiarity with standard IT systems; ability to learn new software quickly.

Personal qualities:

• Customer-focused and service-oriented mindset.
• Strong team player with a collaborative spirit.
• High level of confidentiality and discretion.
• Proactive and self-motivated.
• Detail-oriented, accurate, and dependable.
• Open and willing to learn new skills.

We offer:

No explicit benefits mentioned.

Our values:

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement.
• Hands-on: Proactivity to deliver high-quality results as quickly as possible.
• Passionate: Commitment and striving for excellence.
• Solution-oriented: Focus on customer outcomes and treating customers fairly with a risk-aware mindset.
• Partnership: Promoting cooperation and teamwork, together with entrepreneurial spirit.