Job offer
Client Service Support Specialist - Team Lead - Private Bank, Geneva
The Client Service Support Specialist - Team Lead supports the Client Service Specialists and the Operations team in the Private Bank by executing transactions, entering data and managing workflows on a daily basis. The Team Lead is responsible for leading a team and ensuring a smooth customer service experience.
Job Information
- Job Identification: 210666243
- Job Category: Client Service
- Business Unit: Asset & Wealth Management
- Posting Date: 09/19/2025, 11:07 AM
- Locations: à La Voi-Creuse 1, Geneva, CH-GE, 1202, CH
- Job Schedule: Full time
Job Description
The Client Service Support Specialist is the primary support person for service-related execution within the Private Bank. The individual will work with Client Service Specialists (CSS), mid-office and operations teams to deliver a seamless and integrated experience to our clients across our specific Private Banking products.
The main task of the Client Service Support Specialist Team Lead is to lead the CSS Support team and support our CSS team by inputting cash and securities transfers and thus delivering a high-quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines.
Job Responsibilities
- Data entry and process initiation, mainly payment transfer inputs
- Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- As Team Lead, manage workflows and assign tickets to the CSS Support team based on volumes and capacity, assist team members with queries
- Assist in hiring and development of team members
- Working with team to execute daily transactions, mainly payment instructions and liaise and follow-up with internal teams for transfer issues
- Assist the team in production of monitoring reports for daily transactions as well as verify and maintain data quality
- Signature verification of instructions received from clients
- Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
Required Qualifications, Capabilities and Skills
- Excellent attention to detail is absolutely essential
- Team player with the ability to work well with multiple stakeholders and other team members
- Ability to produce accurate results while performing repetitive tasks
- 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 comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products and services; and services' specific region's business segment is an advantage
- Must understand and comply with the regulations, policies, and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
- Excellent English communication skills (verbal and written), additional languages a plus
Job details
