Client Service Officer – Zurich

Tasks

The tasks include:

• Assisting relationship managers in their daily work by supporting clients and handling administrative and operational inquiries
• Communicating with customers by phone to ensure that their concerns are addressed promptly and that a high standard of service quality is maintained
• Carrying out customer instructions accurately and on time, processing payment and transfer transactions, trading, etc.
• Management of trust deposits, loan disbursements, renewals, execution of investment orders, cash and foreign exchange transactions, etc.
• Analysis and preparation of loan applications, assistance in drafting loan agreements, issuance of loans, guarantees, and letters of credit
• Processing of new customer account openings – personal accounts, business accounts, operating companies, and complex structures such as trust companies
• Assisting relationship managers with periodic reviews (PER, low- and high-risk reviews)
• Participation in banking events

Risk management & controls

The tasks include:

• Careful monitoring of documentation; maintaining and updating client instructions, client information, and client preferences; and ensuring compliance with internal and external regulations (AML, FINMA, ESMA, etc.)
• 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
• A proven track record of success in serving bank clients with complex needs (onboarding new clients, maintaining and expanding existing relationships, and demonstrating a business-oriented mindset to support the relationship manager in business development)

Personal and social skills

The requirements include:

• Strong commitment to service and a passion for 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
• Friendly, competent and professional communication
• Reliable and committed to finding solutions
• Trustworthiness and a discreet personality with a strong awareness of risk
• Personal integrity and ethical conduct