Client Services Officer Private Banking

Job description

We are looking for a proactive Client Support Officer (CSO) for a maternity leave replacement. Passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a key liaison between clients and our internal teams to ensure seamless execution of client instructions and build strong relationships in a stimulating and dynamic work environment.

Main tasks

• Receive, prepare and initiate the execution of customer instructions in compliance with internal procedures (approvals, preparation of internal forms, collection of internal signatures if required, transmission of instructions to the relevant department)
• Management of investment instructions received from clients
• Collection of customer instructions for corporate events
• Tracking the accuracy and completeness of customer files
• Tracking of pending issues and escalation to the Customer Relations Officer (CRO) if required
• Contact person for the team in other departments of the bank, if necessary (troubleshooting, inquiries, etc.)
• Alternative contact person for the Customer Relations Officer for customers (answering the phone, meetings, etc.)
• Carrying out searches at the request of the CRO
• Preparation of documentary support on behalf of the CRO
• Supporting the CRO with other delegated tasks
• Daily or monthly monitoring of loans (review of limit overruns, collateral overruns, overdrafts, risk concentration, significant losses, etc.)
• Daily monitoring of operational quality (renewal of deposits, pending orders, MiFID profile, review of negative cash balances, etc.)
• Annual monitoring of risks (dormant accounts, accounts with low activity, small balances, escalation of claims and follow-up of individual cases, etc.)

Requirements

• Experience: Previous experience in a similar role within the private banking, life insurance or financial services industry
• Knowledge: Strong understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS)
• Languages: Excellent language skills in English and French; additional languages are a plus
• Technical skills: Experience with standard IT systems; ability to learn new software quickly

We offer

• A 12-month permanent position
• A stimulating and dynamic working environment
• A supportive environment where your contributions are valued and recognized
• An opportunity to be part of a global private banking company