Client Service Specialist - Geneva

Job Description

A Private Banking Client Service Specialist is the primary point of contact for all service-related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-offices, and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products. Each CSS is regionally assigned to bankers and their client base. Some examples of CSS daily responsibilities include:

• Executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address)

Job Responsibilities

• Provide high-quality service to private banking clients
• Maintain client confidentiality at all times
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS's transaction approval levels will vary based on seniority.
• Research, follow up, and review client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner.
• Investigate potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution for the client.
• Identify cross-selling opportunities and escalate them to bankers and product partners in order to cross-sell or provide advice to the client.
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
• Participate in special projects as assigned by Team Manager
• Coordinate and follow through on client requests for products and services

Required Qualifications, Capabilities and Skills

• Fluent in English and French
• Strong relationship management skills
• Strong communication and time management skills
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Solid understanding of deposits, banking, brokerage, custody, investment management, mutual funds, and credit products as each applies to their specific region's business segment
• Must understand and comply with the policies and procedures applicable to these products and services if they are not executed properly.
• Effective communication, judgment, problem-solving, and client relationship skills
• Business degree education or equivalent financial qualifications
• Previous experience in a similar role within the financial services and/or banking industry

Preferred Qualifications, Capabilities and Skills

• Italian and Spanish speaking

We offer

No specific benefits or incentives are mentioned in this job description.