Client Service Specialist - Geneva

Tasks

A Private Banking Client Service Specialist serves as the primary point of contact for all service-related needs of a private banking client. A CSS collaborates with bankers, investors, various product specialists, and mid-office and operations teams to provide our clients with a seamless and integrated experience across all private banking products. Some examples of a CSS’s daily responsibilities include:

• Processing cash transactions
• Monitoring of overdrafts and cash balances
• Execution of foreign exchange transactions
• Fixed-rate loans and deposits
• Management of Corporate Actions
• Performing account maintenance (opening and closing accounts, updating addresses)

Requirements

The requirements for this position are:

• Fluent in English and French
• Strong relationship management skills
• Strong communication and time management skills
• Ability to adapt to a rapidly changing business environment and new technologies
• A solid understanding of deposits, banking operations, brokerage, custody, investment management, mutual funds, and credit products
• Understanding of the regulations, guidelines, and procedures that apply to these products and services
• Effective communication, judgment, and problem-solving skills
• A degree in economics or equivalent financial qualifications
• Previous experience in a similar role in the financial services and/or banking industry

Preferred qualifications

Preferred qualifications are:

• Speak Italian and Spanish

We offer

We offer a wide range of opportunities to advance your career and develop your skills. We recognize that our employees are our greatest asset and that their diverse talents are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion within our company.