Client Support Officer — EFG International AG
CHF 49'500 - 75'000
EFG International AG · St. Moritz (GR)
- Ort
- St. Moritz
- Vertrag
- permanent
- Veröffentlicht
- vor 65 Tagen
LohnCHF 49'500 - 75'000
Rollenüberblick
General Info Work time Percentage : 100% Location : St Moritz Job Description
To support our growing activities in St.
Moritz, we are looking for a Client Service Officer who will provide high-quality administrative and client service support to our Client Relationship Officers (CROs), while also contributing to the smooth running of our front office reception and cashier operations.
- General Info Work time Percentage : 100% Location : St Moritz Job Description
- To support our growing activities in St.
- Main Responsibilities Client and CRO Support
- Support clients and CROs in their daily business activities.
Hauptaufgaben
- Main Responsibilities Client and CRO Support
- Support clients and CROs in their daily business activities.
- Maintain active client contact in written and spoken German and English.
- Execute client account openings, closures and updates, including
- Conducting internet searches and basic due diligence checks.
- Collecting and verifying corroborative documentation.
- Prepare and follow up on client visits, including
- Preparing account documentation and reviewing documents.
- Organising account statements and other supporting material.
- Execute and control client instructions, such as
Bewerbungsprozess
- Please ensure to attach a cover letter to your CV when filling the application. Application
- Should you wish to apply for this position use this link to apply.
Kontakte
- Provide top-quality service to clients through regular and prompt contact by phone and email.
Weitere Details
- Work time Percentage : 100% Location : St Moritz Main Responsibilities Client and CRO Support
- Cross Border, AML, Clear & Clean Desk Policy, Absence Management). Reception and Front Office Support
- Welcome and assist clients upon arrival, ensuring a professional and warm first impression. Manage reception duties, including
- Handle incoming and outgoing mail and deliveries, ensuring timely distribution and proper documentation. Cashier and Branch Support
- Support marketing and client events, including preparation, logistics and on-site assistance. Skills and experience Education and Professional Background
- Minimum 3 years of experience in a private banking or intermediary environment.
- Italian is a strong plus; any additional languages are an advantage.
- Please ensure to attach a cover letter to your CV when filling the application.
Notizen und Originalinhalt
- General Info
- Work time Percentage : 100%
- Location : St Moritz
- Job Description
- Main Responsibilities
- Client and CRO Support
- Cross Border, AML, Clear & Clean Desk Policy, Absence Management).
- Reception and Front Office Support
- Welcome and assist clients upon arrival, ensuring a professional and warm first impression.
- Manage reception duties, including
