Client Service Officer (100%, m/f)

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Client Service Officer (100%, m/f)

Your role:

Deliver exceptional service to all clients and stakeholders of the bank across all products

Collect and verify client KYC documents adhering to company and compliance regulations

Direct communication with clients in the account opening phase to obtain required information and assist in their queries

Onboard and off-board clients, ensure all details and records are entered correctly in banking systems

Deal with day to day queries from existing clients within established deadlines and existing policies

Manage the client account lifecycle

Administration of clients details within the core banking systems

Manage and update corporate and financial institution’s SSIs and static data

Maintain client records both physically and electronically

Derive/update processes, procedures and metrics

Process client payments/deposits/FX transactions – identify and verify clients and client details

Manage compliance and settlement queries on payments

Deal with e-banking queries and issues

Yearly preparation of customer profile review


Your team:

Dynamic team of 5 people covering all aspects of client lifecycle

Hard working, able to cover each other at all times, closely communicating

Working as a strong, close team

Working closely with all teams of the bank at all times


Your expertise:

Swiss / EU passport or valid Swiss work permit

Min. 3 years experience in a similar customer/client facing role within a bank or financial institution

Strong understanding of the end to end KYC and client on-boarding processes

Familiarity with AML/KYC regulations and industry guidelines

Strong interpersonal and excellent communication (verbal and written) skills

Hard-working, result-orientated, problem solver

Able to work collaboratively in a team as well as independently.

High level of attention to detail and quality

Excellent time management and organizational skills with the ability to meet strict deadlines under pressure

Good understanding of Microsoft Office

Fluent in English is a must, good level of Russian is an advantage