Client Service Officer – Zurich

Tasks

The tasks include:

• Supporting relationship managers in their day-to-day interactions with clients 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 client orders accurately and on time, processing payment and transfer transactions, trades, etc.
• Management of trust deposits, loan placements, rollovers, execution of investment orders (stocks, bonds, mutual funds, hedge funds, and private equity), cash and foreign exchange transactions, etc.
• Analysis and preparation of loan applications, assistance in drawing up loan agreements, issuance of loans, guarantees, and letters of credit
• Processing new customer account openings—including personal accounts, business accounts, operating companies, and complex structures such as trust companies (both simple and complex)
• Assisting relationship managers with all periodic reviews (PER, low- and high-risk reviews)

Risk management & controls

The tasks include:

• Ensuring strict oversight of the documentation, maintenance, and updating of client instructions, client information, and client preferences, as well as compliance with internal and external regulations (AML, FINMA, ESMA, etc.)
• Understanding of Syz’s risk management framework and familiarity with risk responsibilities within the team to ensure ongoing compliance with regulations, laws, internal rules, and policies
• Maintaining adequate knowledge and completing all required training to acquire and maintain the necessary level of competence and knowledge to perform the role

Requirements

The requirements include:

• Language skills: English and German
• Education and Experience: Relevant degree (in banking and/or finance or equivalent) and professional experience (experience in the financial industry)
• 1–3 years of experience as an assistant, including a solid understanding of compliance matters (account opening, KYC, periodic reviews) and investment products
• A proven track record of success in supporting bank clients with complex needs (onboarding new clients, maintaining and expanding existing relationships, and demonstrating a commercial mindset to assist the Relationship Manager with certain business development initiatives, events, etc.)

Personal and social skills

The requirements include:

• Highly service-oriented and passionate about customer service
• A team player with a positive attitude and a cooperative spirit who demonstrates dedication and commitment
• Self-motivated, able to multitask, proactive, with a strong sense of responsibility, resilient
• Systematic, precise and careful way of working and the ability to work under pressure
• Always communicate in a friendly, competent and professional manner
• Reliable and committed to finding solutions
• Trust