Client Support Officer

Job description

We are looking for a Client Support Officer to support our growing operations in St. Moritz. The Client Support Officer will provide high-quality administrative and client-focused support to our Client Relationship Officers (CROs) and help ensure the smooth operation of our front office and support systems.

Main tasks

• Supporting clients and CROs in their day-to-day business operations
• Maintaining client contacts in German and English
• Providing high-quality service to clients through regular and ad hoc contact by phone and email
• Opening, closing, and updating client accounts
• Execution of client instructions, such as securities transactions, payments, and foreign exchange transactions
• Performing various administrative and organizational tasks

Reception and Front Office Support

• Greeting and assisting clients upon their arrival
• Handling reception duties, including answering phone calls and scheduling meeting rooms
• Preparing and serving beverages to clients and ensuring a high standard of hospitality

Cashier and Branch Support

• Assistance with daily teller operations, including customer deposits and withdrawals
• Processing of basic payment and cash register transactions in accordance with internal guidelines
• Coordinate with CROs and other team members to ensure smooth industry operations

Requirements

• Business training at a bank or similar banking-related training
• Continuing education in the financial sector is beneficial
• At least 3 years of experience at a private bank or in a brokerage environment
• A solid understanding of financial instruments, including stocks, bonds, investment products, and alternatives
• Solid knowledge of compliance and AML issues relevant to private banking
• Proficient Use of Microsoft Office (Excel, PowerPoint, Outlook, Word)
• Familiarity with banking systems and front-office tools is a plus
• A high degree of reliability, discretion, and integrity
• Ability to handle pressure and tight deadlines, with a flexible approach to working hours when necessary
• Fluency in spoken and written German and English (required)
• Knowledge of Italian is a major plus; knowledge of other languages is an asset

We offer

A supportive environment where your contributions are valued and recognized. A dynamic and international private banking environment where you can apply and further develop your skills.