Client Services Officer

Job Description

Position

Client Services Officer - New team

Location

Zurich, Switzerland

Tasks

• Support the Client Relationship Officer (CSO) in daily business activities;
• Active customer contact, verbal and written;
• Providing first class service to customers (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 tasks, delivery of hold mail, etc.);
• Preparation of marketing material (presentations/pitchbooks/proposals/portfolio reviews);
• Execution of paper and e-banking tasks;
• 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 bank-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 skills in Microsoft 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 is 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;
• Comprehensive training and development opportunities.

Corporate values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement;
• Hands-on: Proactive and fast delivery of results;
• Passionate: Commitment and striving for excellence;
• Solution-oriented: Focus on customer outcomes and treating customers fairly with a risk-aware approach;
• Partnership: Promoting collaboration and teamwork with an entrepreneurial spirit.