Client Services Officer

Job description

Tasks

• Supporting the CRO (Client Relationship Officer) in day-to-day business activities
• Active customer contact, verbal and written
• Providing first-class customer service (regular and prompt contact with customers by phone/email)
• Execution of customer account openings, closings and updates (Internet research, provision of documents)
• Preparation and follow-up of customer visits (account documentation, checking documents, account statements, etc.)
• Execution and control of client instructions (stock exchange transactions, payments, foreign exchange transactions, options, SWAPs, NDFs, etc.)
• Various administrative and organizational tasks (customer checks, missing/pending documents, delivery of hold mail, etc.)
• Preparation of marketing material (presentations/pitchbooks/proposals/portfolio reviews)
• Promotion of paperless accounts and e-banking use
• Compliance with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, absence management)

Requirements

• Commercial apprenticeship in a bank or similar banking-related training, higher financial education completed or in progress
• At least 3 to 5 years of experience in a bank
• Good understanding of financial instruments (shares, bonds, structured products, derivatives)
• Good knowledge of compliance/AML topics
• Good knowledge of Windows Office (Excel, PowerPoint, Outlook etc.)
• Ability to work under pressure and cope with a heavy workload
• Precise and detail-oriented
• Team player with a solution-oriented attitude and a pragmatic approach
• Fluent in English, spoken and written. German a plus

We offer

• A dynamic and supportive working environment
• A fair and inclusive working atmosphere based on mutual respect
• An opportunity to be part of a global private banking group

Corporate values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Hands-on: Proactive approach to deliver high-quality results as quickly as possible
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership: promoting cooperation and teamwork, together with an entrepreneurial spirit