Client Service Specialist - Geneva

Job description

Job Information

• Job Identification: 210692671
• Job Category: Client Service
• Business Unit: Asset & Wealth Management
• Location: La Voie-Creuse 1, Geneva, CH-GE, 1202, CH
• Working hours: Full-time

Tasks

• Providing high-quality service for private banking clients
• Maintaining the confidentiality of customer information
• Daily management of customer orders and inquiries, within specified deadlines and in accordance with existing guidelines and procedures
• Research, track, and resolve customer inquiries and issues through effective communication with customers, bankers, investors, product specialists, operational areas, and other employees
• Investigating potential or actual fraud situations, errors, and losses to ensure a quick and accurate resolution for the customer
• Identification of cross-selling opportunities and escalation to bankers and product partners to advise or support customers
• Review and maintenance of data quality in connection with internal and external customer hierarchies and account alignments
• Participation in special projects assigned by the team leader
• Coordinating and tracking customer inquiries for products and services

Requirements

Required qualifications, skills and knowledge

• 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 changing technology, and to use all available tools and resources to serve customers as efficiently as possible
• Solid understanding of deposits, banking, brokerage, custody, asset management, investment funds, and credit products, as relevant to the respective regional business segment
• Understanding and compliance with the guidelines, procedures, and principles that apply to these products and services
• Effective communication, judgment, problem-solving, and customer relationship skills
• Degree in business administration or equivalent financial qualifications
• Previous experience in a similar role within the financial services and/or banking industry

Preferred qualifications, skills and knowledge

• Knowledge of Italian and Spanish

We offer