Client Service Executive
Vor 2 Tagen
**Overall job definition**
Service internal clients (RMs and AMs) in the sub-GMTs in the management of their day-to-day needs vis-à-vis their external clients by performing a set of tasks as described in the objectives below. In general this includes solving problems and providing administrative and operational support.
**Key Objectives**
- Process client instructions such as payments, security transfers, within established deadlines and according to existing policies and procedures
- Follow up on all transactions to ensure they were accurately processed
- Research, follow up, and resolve client inquiries through effective interaction with RMs and AMs and the respective departments of the bank, be it Middle Office, Legal, IT, etc. in a timely and professional manner
- Close accounts, ensuring that the proper documentation has been obtained
- Use the Credit Approval and Documentation Tool (GlobeR) to input front-office (FO) requests for Lombard limits
- Set up fees like account, brokerage and WAM fees in the booking system called Avaloq on the basis of instructions by FO.
- Take a structured approach for all clients in the Workout Book (reduce number of accounts, follow up with the development of illiquid positions and legal cases, re-establish lost client contact).
- Adhere to all regulatory and compliance policies and procedures to mitigate risks and ensure that the Bank is fully protected
- Maintain Private Banking standards for service quality
- Four to five years of Financial Services experience in a service role and/or a 4-year college degree
- Fluent in English (written and oral). Other languages desirable.
- Basic knowledge of the Bank’s products and services as well as a firm understanding of the regulations, policies, procedures and associated financial and legal liabilities of the transactions associated with each product
- Good relationship, communication, and problem-solving skills
- Working knowledge of relevant departments such as OPS, Treasury, BRM, ORM, etc. in order to research and resolve client inquiries/problems quickly and efficiently
- Ability to quickly access and utilize the full range of computerized account and product information systems of the Bank
- Good knowledge of the flow of information and funds through the Bank’s systems in order to operate more autonomously in setting priorities and resolving problems
- and solution-oriented and show eagerness to improve processes
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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