Flying Client Service Officer

Tasks

• Assist relationship managers in various teams with their daily work with clients and handle administrative and operational requests (backup, coverage, specific initiatives)
• Communicate with customers by phone and email to ensure that prompt action is taken and that high standards of service quality and operational excellence are maintained
• Executing client instructions accurately and on time, processing payment and transfer transactions (orders, trades, etc.), ensuring that callbacks are performed systematically, and providing support for other types of transactions
• Management of trust deposits, loan placements, rollovers, execution of investment orders (stocks, bonds, mutual funds, hedge funds, and private equity, etc.), cash and foreign exchange transactions, etc.
• Resolving operational issues with internal and external counterparties

Risk management & controls

• Ensuring strict oversight of the documentation, maintenance, and updating of client instruction documents, client data, and client preferences, as well as ensuring compliance with internal and external regulations (AML, FINMA, SOX, etc.)
• Understanding of Syz’s risk management framework and familiarity with risk responsibilities within the teams to ensure compliance with regulations, laws, internal rules, and policies
• Maintaining adequate knowledge and completing all required training to acquire and maintain the necessary level of competence and knowledge to perform the role

Requirements

• Fluent 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 industry)
• 5 years of experience as an assistant, including solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products
• A solid understanding of the relevant products and services in private banking
• Basic knowledge of global financial markets and current industry trends

Your profile

• A high degree of flexibility and adaptability, enabling you to switch quickly between teams and priorities
• A team player with a positive attitude and a cooperative spirit who demonstrates initiative and drive
• Self-motivated, capable of multitasking, proactive, with a strong sense of responsibility and decision-making authority
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• A friendly, knowledgeable, and professional communication style
• Reliable and willing to think outside the box
• A suitable and discreet individual with a strong awareness of risk
• Personal integrity and ethical behavior

We offer

• Fast-paced, stimulating work environment