Credit Control Technician

vor 1 Woche


Zürich, Zürich, Schweiz Liberty Specialty Markets Vollzeit

General information:

City:
Zurich

Country:
Switzerland

Creation Date:06-Mar-2023

Employment Type:
Permanent

Employment Type:
Full time

Ref #:

Description & Requirements:

Role Title:

Credit Control Technician:


Division:

Business Support:


Department:

Operations:


Location:

Zurich, Switzerland:


Type (Permanent/FTC/Contract): Permanent:

About the Role
Credit Control Technician for Switzerland is an exciting opportunity within the European Cash & Credit Control department. Switzerland is a key market within Europe.


The role has the following high-level responsibilities: - Help drive premium collection, cash allocation and maintain broker commission payments within the Swiss market.


  • Manage debt and unallocated cash levels to achieve personal, branch and European targets.
  • Leverage/Maintain valuebased relationships both internal/external and local/European to achieve positive outcomes and mitigate bad debt exposure.
  • Ensure process and best practice alignment to European standards and criteria.
  • Collaborate with Strategic Outsourcing Partners to deliver results both individually and as part of team.

About the Department & Team
The department is part of the European Operations function.

European Operations is an agile delivery model resourced from local operational teams, our Centre of Excellence and Liberty Specialty Markets global outsourcing partner.

The function is accountable to the European Credit Control Manager directly to ensure processes are consistent and thresholds are met.


Key Responsibilities
**Cash/Debt Collection & Allocation

  • Responsibility for following and helping refine the endtoend cash collection and allocation processes
  • Working with the European Credit Control Manager and Credit Control Specialist for Switzerland to follow and improve processes associated to payment of commission to our brokers
  • Working with central teams and outsourcing partners to ensure cash is allocated efficiently and effectively, to achieve SLAs and targets
  • Establish relationships with brokers to maximise cash collection and provide exceptional customer service
  • Effective management of cash queries, collaborating with internal stakeholder groups including underwriters and claims to resolve any data entry/booking issues
  • Responsibility for following the credit control and debt processes and keeping debt within agreed thresholds
  • Develop and execute action plans for the reduction of overdue debt volumes/values
  • Review and investigate overdue premium items, compile and track and take actions with different teams for resolving this (including external brokers/coinsurance leaders)
  • Responsible for query management and making sure queries are resolved or escalated within SLA
  • Ensure that all identified issues are documented

Customer Service

  • Create good market relationships directly with brokers and coinsurers to help manage the flow of cash and management of debt. Establish clear evidence of this activity
  • Work to standardize reminder process and commission remittance advices to better support internal processes and assist with business objectives
  • Assist/support changes in local / central projects and system improvements
  • Regular meetings with internal stakeholders (underwriters, distribution teams, finance locally)
  • Manage/support external/internal audit requirements relevant to Switzerland

Reporting & Data

  • Leverage reporting, data and analytics associated to cash allocation and debt for portfolio to carry out cash and credit control activities
**Team

  • Ensure work is completed within Cash & Credit Control governance requirements for the region
  • Actively participate in the regional team's activities
  • Work with outsourcing partners to ensure support local activities
  • Ensure tasks are completed to a high standard and work with the outsourced teams to improve them service
  • Manage your workload, outputs and performance
  • Assist in onboarding and training of new team members
  • Contribute to the development of Cash & Credit Control function Risk & Control framework
  • Participate in change activities related to the Cash & Credit Control function in Europe
  • Identify continuous improvement opportunities and work to implement these
**Professionalism

  • Adherence to all relevant regulatory requirements forms part of your role, and the demonstration of behaviours as set out in the Conduct Risk Policy, as they relate to your role, is core to LSM's commitment to placing customers at the centre of our business and behaving with integrity. LSM expects you to understand your responsibilities relating to all regulatory and internal requirements, and to proactively always demonstrate compliance with these requirements and behaviours

About Liberty Specialty Markets (LSM):

Liberty Specialty Markets is part of Liberty Mutual Insurance Group, a leading global insurer. We offer a breadth of world-class insurance and

  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Risk ManagementGerman**We Offer**Credit Suisse Group AG wurde von UBS Group AG übernommen. Credit Suisse setzt ihre Geschäftstätigkeit als Tochtergesellschaft der UBS Group AG fort und rekrutiert weiterhin nach Bedarf erfahrene Fachkräfte.UBS ist der weltweit grösste und einzige wirklich globale Vermögensverwalter. Wir sind in vier Geschäftsbereichen...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityIn this position you manage a team of 2 FTE based in Zurich focused on business management, control and oversight across Credit Suisse Asset Management Global Real Estate. The role reports into the head of business management for Global Real Estate. The team provides first line of defense control activities across the global real...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    **Ihr Aufgabenbereich**Wir bieten eine spannende und herausfordernde Position in Client ID Team innerhalb der Client Lifecycle Control in Zürich (Uetlihof) mit Hauptfokus auf Private Banking, Personal & Business Banking und Premium Clients. Sie unterstützen uns bei der Einhaltung der Richtlinien und Vorschriften im Bereich der Kundenidentifikation...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    **Ihr Aufgabenbereich**Wir bieten eine spannende und herausfordernde Position in Client ID Team innerhalb der Client Lifecycle Control in Zürich (Uetlihof) mit Hauptfokus auf Private Banking, Personal & Business Banking und Premium Clients. Sie unterstützen uns bei der Einhaltung der Richtlinien und Vorschriften im Bereich der Kundenidentifikation...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    **Ihr Aufgabenbereich**Wir bieten eine spannende und herausfordernde Position in Client ID Team innerhalb der Client Lifecycle Control in Zürich (Uetlihof) mit Hauptfokus auf Private Banking, Personal & Business Banking und Premium Clients. Sie unterstützen uns bei der Einhaltung der Richtlinien und Vorschriften im Bereich der Kundenidentifikation...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityIn this exciting and versatile role you will support us as financial controller. You will oversee the Revenues and Expenses with the objective to forecast and measure against budgets. You will provide reports for Senior Management. Also your role includes to perform and review key transfer pricing processes in close collaboration...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityAs part of this role, you will be processing various documents in connection with tax and opening formalities as well as controlling and ensuring the quality of received documents.Furthermore, you will be responsible for checking the documentation of customer dossiers (new entry, mutation) as part of the client onboarding process...


  • Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we highly value your unique qualities that you bring to the table. This allows you to make a real impact, be innovative, take charge, and add value beyond just money. Let's work together to shape the future of wealth management.RESPONSIBILITIES Assist the team with regular credit risk reports Manage the credit portal and document processes...


  • Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we highly value your unique qualities that you bring to the table. This allows you to make a real impact, be innovative, take charge, and add value beyond just money. Let's work together to shape the future of wealth management.RESPONSIBILITIES Assist the team with regular credit risk reports Manage the credit portal and document processes...

  • Credit Officer

    vor 1 Woche


    Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

    About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityThis is an exciting role as Risk Manager in the Second Level Support in our Tax Formalities Team in Zurich. In this role you will be responsible to support internal partners in the matter of client documentation for international tax regulations such as FATCA, U.S. Withholding Tax and AEI to meet regulatory requirements. As Risk...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    **Ihr Aufgabenbereich**In dieser Rolle beraten Sie das Management im Bereich Swiss Bank & Wealth Management Operations in sämtlichen Angelegenheiten zum Thema operationelle Risiken. Sie fungieren als zentrale Anlaufstelle in Bezug auf das Risk Management der betreuten Geschäftsbereiche und bauen sich somit ein starkes Netzwerk innerhalb der Bank auf. Die...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    **Ihr Aufgabenbereich**In einem internationalen Arbeitsumfeld stehen Sie als Experte/Expertin für das Collateral Management im engen Kontakt mit Kunden zur Besicherung von offenen OTC- und börsengehandelten Derivaten, um das Gegenparteirisiko der Bank zu minimieren. Die Abwicklung der täglichen Margin Calls, die damit verbundene Abstimmung von...


  • Zürich, Zürich, Schweiz ITech Consult Vollzeit

    Project:For our customer, a large pharmaceutical company based in Kaiseraugst, we are looking for an electrician/automatic technician (M/F/d) for freeze-drying operations.Background:The modern production plant for parenterals in Kaiseraugst (PKau) is responsible for the production of sterile medicines and supplies the global market with biopharmaceutical...


  • Zürich, Zürich, Schweiz Credit Suisse AG Vollzeit

    Credit Suisse AG Zurich, SwitzerlandPosted 21 hours ago Contract Competitive This is your chance for an ambitious and exciting role in the global sanctions program. In this position you have frequent interactions with counterparts at corporate level and in other regions. You enter an exciting position on call with irregular assignments (salary on an hourly...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityAn exciting opportunity within the First Line of Defense Support ("FLDS") function for Investment Banking Switzerland. The function is responsible for establishing and running the Business Risk Management framework (e.g. Risk & Control Self-Assessment, risk and control mapping, definition and implementation of new controls,...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityJoin us as part of the First Line of Defense Support (FLDS) Frameworks and Risk Assessment team for Wealth Management Division. As a division central team, you work closely with risk owners on the Business Risk and Processes Support teams to proactively advise and support Business Area FLDS teams across all locations including...


  • Zürich, Zürich, Schweiz Credit Suisse AG Vollzeit

    Credit Suisse AG Zurich, SwitzerlandPosted 20 hours ago Permanent Competitive An exciting and challenging role as a Collateral Manager within our SLB/Repo Collateral Management Team which is based in Zurich. You will be primarily responsible for covering the credit risks with counterparties and clients resulting from stock loan and repo transactions.This...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Executive Management / Business ManagementEnglishWe OfferThe Regional and Divisional Client Office is a department within the Swiss Bank COO function. Our mission is to own and to orchestrate top client reviews for most high-risk clients of the region and the division in close collaboration with Business Area's, Risk and Compliance functions.As part of a...


  • Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Your field of responsibilityThis is your chance for an ambitious and exciting role in the global sanctions program. In this position you have frequent interactions with counterparts at corporate level and in other regions. You enter an exciting position on call with irregular assignments (salary on an hourly basis) You work in a dedicated and highly...