Flying Client Service Officer

Tasks

• Assisting relationship managers in various teams with day-to-day client support and handling administrative and operational inquiries (backup, coverage, specific initiatives)
• Communicate with customers by phone and email, ensure that prompt action is taken, and maintain high standards of service and operations
• Execute client instructions accurately and on time; process payment and transfer transactions (orders, trades, etc.); ensure that callbacks are performed systematically; and provide support for other types of transactions
• Management of trust deposits, loan placements, renewals, execution of investment orders (bonds, mutual funds, hedge funds, gold, and private equity, etc.), and monitoring of client accounts
• Resolving operational issues with internal and external business partners

Risk Management & Control

• Ensure strict monitoring of documentation; maintain and update client instructions in files, client information, and preferences; and comply with internal and external regulations (AML, FINMA, FATCA, etc.)
• Understanding of Syz’s risk management framework and familiarity with risk responsibilities within the team to ensure compliance with regulations, laws, internal rules, policies, and guidelines
• Maintain an appropriate level of knowledge and complete all required training to acquire and maintain the necessary level of competence and knowledge for the role

Your profile

• Fluent in English; knowledge of any other European language is a plus
• Relevant education (banking and/or finance or equivalent) and professional experience (experience in the financial sector)
• 5+ years of experience as an assistant, including a solid understanding of compliance matters (account opening, KYC, periodic reviews) and investment products
• Basic understanding of relevant products and services in private banking
• A basic understanding of global financial markets and current industry trends
• High degree of flexibility and adaptability (ability to switch quickly between teams and priorities)
• A team player with a positive attitude and a cooperative spirit who demonstrates dedication and commitment
• Self-motivated, able to multitask, proactive, with a strong sense of responsibility and resilience
• A systematic, precise, and conscientious work style, with the ability to work under pressure; communication style is friendly, competent, and professional
• Reliable and committed to finding solutions
• A trustworthy and discreet individual with a strong awareness of risk
• Integrity and ethical conduct