Client Service Officer – Zurich

Tasks

The tasks include:

• Assist the Relationship Manager with daily client support and handling administrative and operational inquiries
• Contact customers by phone to ensure that prompt action is taken and a high standard of service quality is maintained
• Executing customer instructions accurately and in a timely manner, processing payment and transfer transactions, ensuring systematic callbacks, and providing support for other types of transactions
• Management of loyalty deposits, loan placements, renewals, execution of investment orders, cash and foreign exchange transactions, etc.
• Analysis and preparation of loan applications, assistance with the drafting of loan agreements, issuance of funds, guarantees, and letters of credit
• Processing new customer account openings; preparing reports at the request of customers, supervisors, compliance officers, or other authorized individuals
• Assisting relationship managers with periodic reviews and participating in bank events

Risk management & controls

The tasks include:

• Ensuring strict oversight of documentation, as well as the maintenance and updating of customer instructions, information, and preferences, and compliance with internal and external regulations
• Understanding of Syz’s risk management framework and knowledge of risk responsibilities within the team to ensure compliance with regulations, laws, internal rules, policies, and guidelines
• Maintaining adequate knowledge and completing all required training to acquire and maintain the necessary skills and knowledge for the role

Requirements

The requirements include:

• Relevant education (banking and/or finance or equivalent) and professional experience (experience in the financial industry)
• 1–3 years of experience as an assistant with solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products
• Proven success in serving bank customers with complex needs
• A solid understanding of global financial markets and current industry trends

Interpersonal and social skills

The required skills include:

• High service orientation and passion for customer care
• A team player with a positive attitude, a collaborative spirit, and a commitment to the team
• Self-motivated, capable of multitasking, proactive, with a strong sense of responsibility and resilience
• A systematic, precise, and meticulous approach to work, and the ability to work under pressure
• Friendly, knowledgeable, and professional communication, flexibility, and a willingness to take on ad hoc tasks
• Trustworthiness and discretion, personal integrity, and ethical conduct

We offer

We offer:

• Fast-paced, stimulating work environment
• Flat hierarchy with direct access