Flying Client Service Officer

Tasks

• Assisting relationship managers in various teams with their daily work with clients and handling administrative and operational requests (backup, coverage, specific initiatives)
• Communicate with customers by phone and email, ensure that prompt action is taken, and maintain high standards of service quality and operational excellence
• 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
• Managing trust deposits, loan placements, renewals, executing 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

• Ensure strict monitoring of documentation; maintain and update client instruction documents, client details, and preferences; and ensure compliance with internal and external regulations (AML, FINMA, ESMA, etc.)
• Understand Syz’s risk management framework and become familiar with risk responsibilities within the team to ensure ongoing compliance with legal requirements, internal rules, regulations, and policies
• Maintaining adequate knowledge and completing all required training to acquire and maintain the level of competence and knowledge necessary to perform 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
• 2–5 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

Further requirements

• 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 commitment and delivers results
• Self-motivated, able to multitask, proactive, with a strong sense of responsibility and decision-making skills
• A systematic, precise, and conscientious work style, and the ability to work under pressure
• A friendly, knowledgeable, and professional communication style
• Reliable and willing to take on responsibility
• Authoritative and discreet, with a strong awareness of risk
• Personal integrity and ethical behavior

We offer

• A fast-paced, stimulating work environment
• A flat