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 minds to create lasting 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.
• Follow up on pending matters and escalate 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.).
• Completion of ad hoc tasks 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 (renewal of deposits, pending orders, MiFID profile, checking negative cash balances, etc.).
• Annual monitoring of risks (dormant accounts, post-to accounts, accounts with small balances, escalation of claims and pursuit of individual cases, 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; knowledge of Italian is an advantage.

Technical skills

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

Personal characteristics

• 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-minded and eager to learn.

Our offer

We offer a dynamic and stimulating work environment where your contributions are valued and recognized. Our values are:

• 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.