Client Service Officer — EFG International AG

Full description

Key Responsibilities

• Receive, prepare and initiate the execution of customer’s instructions complying with internal procedures (authorizations, establishment of internal forms, collecting of internal signatures if required, transmitting the instructions to the relevant department).

• Manage investment instructions received by the Clients.

• Collect customer’s instructions in case of corporate action events.

• Follow-up on the accuracy and the completeness of the customers files.

• Follow-up on pending issues and escalate to the Customer Relationship Officer (CRO) if necessary.

• Be the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests, etc.).

• Be the alternative contact person to the Client Relationship Officer for customers (phone answering, meetings, etc.).

• Perform research work upon CRO’s request.

• Prepare any documental support on behalf of the CRO.

• Assist the CRO in any other delegated tasks.

• Monitor Credit on a daily or monthly basis (limit excess review, collateral excess review, overdrafts, risk concentration, significant loss, etc.).

• Monitor Operation quality on a daily basis (deposit renewal, pending orders, MiFID profile, negative cash balance check, etc.).

• Monitor Risk on a yearly basis (dormant accounts, hold mail account, small balance accounts, claims escalation and follow up on a case by case basis, etc.).

Skills and experience

Experience: Minimum of 3 years in a similar role within private banking or financial services.

Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS).

Languages: Excellent proficiency in French and, English, Italian is considered as asset.

Technical Skills: Proficient in standard IT systems; ability to quickly learn new software.

Personal Attributes

• Service-oriented and client-focused mindset

• Strong team player with a collaborative spirit

• High level of confidentiality and discretion

• Proactive and self-motivated

• Detail-oriented, accurate, and reliable

• Open-minded and eager to learn new skills

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.

• Hands-on: Being proactive to rapidly deliver high-quality results.

• Passionate: Being committed and striving for excellence.

• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.

• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.