Client Support Officer

Job Description

To support our growing operations in St. Moritz, we are seeking a Client Service Officer who 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, reception, and teller services.

Main tasks

• Client and CRO support:
  • Supporting clients and CROs in their day-to-day business activities.
  • Maintaining active client relationships through written and spoken communication in German and English.
  • Providing top-notch service to clients through regular and prompt communication by phone and email.
  • Processing client account openings, closures, and updates, including:
    • Conducting online research and basic due diligence.
    • Collecting and verifying supporting documents.
  • Execution and verification of client instructions, such as:
    • Stock market transactions.
    • Payments and transfers.
    • Forex trading.
• Reception and Front Office Support:
  • Greet and assist clients upon their arrival to ensure a professional and warm first impression.
  • Handling reception duties, including:
    • Answering and transferring phone calls.
    • Coordinating meeting room reservations.
• Center and Industry Support:
  • Assistance with daily cashier duties, including:
    • Processing of client deposits and withdrawals.
  • Collaborate with CROs and other team members to ensure smooth industry operations.

Requirements

• Education and professional background:
  • Business training at a bank or similar banking-related training.
  • Further training in the financial sector is beneficial.
  • At least 3 years of experience at a private bank or in a brokerage environment.
• Skills:
  • A solid understanding of financial instruments, including:
    • Stocks, bonds, structured products, and derivatives.
  • Knowledge of compliance and AML, as well as specific requirements for universal banking.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word).
  • Familiarity with banking systems and front-office tools is a plus.
  • Strong client-service orientation with excellent interpersonal skills.
  • A high degree of reliability, discretion, and integrity.
  • Ability to handle pressure and tight deadlines, with a flexible approach to working hours when necessary.