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 long-term value. In this role, you will be a key link 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 in the event of corporate actions.
• 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.).
• Conducting ad hoc research at the request of the CRO.
• Preparation of documentary support on behalf of the CRO.
• Supporting the CRO with other 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 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; Italian is a plus.

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 values

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