Client Service Executive

vor 1 Woche

Zurich, Schweiz Deutsche Bank Vollzeit

**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.

  • Client Service Executive

    vor 1 Tag

    Zurich, Schweiz Deutsche Bank Vollzeit

    **OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...

  • Chairman, Private Bank

    vor 1 Woche

    Zurich, Schweiz AP Executive Vollzeit

    Location: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 7 hours ago AP Executive have an exclusive mandate from our client, a private bank, to search for a Chairman with an excellent track record. This role, which is a 50% job, is to continue to build the excellent reputation and substantial growth the bank has built over the...

  • Client Executive

    Vor 6 Tagen

    Wallisellen, Switzerland Office (ZURICH) NetApp Vollzeit

    Job Summary As a Client Executive (CE), you will be responsible for leading the sales activity in a set of Enterprise accounts to achieve assigned sales quota. You will lead the collaboration and coordination of all sales and pre-sales roles associated with the account to develop and grow the NetApp business in the account. The CE serves as a trusted...

  • Client Service

    Vor 6 Tagen

    Zurich, Schweiz Bianchi&Partner AG Vollzeit

    Zu den aktuellen und exklusiven Aufträgen, die Bianchi & Partner AG **Zürich betreut, zählt folgende Position**: CLIENT SERVICE / SALES SUPPORT ASSET MANAGEMENT Zur Verstärkung des kundenorientierten Teams eines Top Asset Managers in Zürich, bieten wir einer motivierten und selbständigen Persönlichkeit die Chance, sich als Client Service Executive...

  • Client Executive, LE/GE, GTS

    Vor 5 Tagen

    Zurich - Bleicherweg, Schweiz Gartner Vollzeit

    About Gartner: Are you looking for a fast-paced career with outstanding advancement potential at a global market leader? If so, think about Gartner. The world's leading research and advisory company, Gartner (NYSE:IT) delivers the technology-related insight necessary for our clients to make the right business decisions, every day. We are seeking highly...

  • Private Clients Administrator, Family Office

    vor 2 Wochen

    Zurich, Schweiz AP Executive Vollzeit

    Location: Zurich - Salary: £68.2k - 83.3k per year per year - Job Type:Permanent Posted about 11 hours ago We are currently looking for Private Clients Administrator to join a boutique sized family office in the city centre of Zurich. Requirements for the role, is to have a minimum of 3 years experience gained from having been working in a Bank, Trust or...

  • Front/back Office Admin Support, Wealth Advisory

    vor 1 Woche

    Zurich, Schweiz AP Executive Vollzeit

    New - Location: Zurich - Salary: yes per annum - Job Type:Permanent Posted about 4 hours ago For our client, a family office, trust and fiduciary services provider in Zurich, AP Executive are looking for a team-oriented and responsible administrative support person, who enjoys working in a small team. You would be responsible for taking meeting minutes in...

  • Executive Assistant

    Vor 3 Tagen

    Zurich, Schweiz Experis Vollzeit

    **Executive Assistant** **(6 Month Contract)** Experis is the global leader in professional resourcing and project-based workforce solutions. **Overview of contract**: On behalf of our client, a large bank in Zurich, we are looking for an Executive Assistant to manage the calendar, meetings, agendas, travel, expenses, events and visitors for senior...

  • Client Executive Banking

    vor 1 Tag

    Zurich, Schweiz Bornhauser People's Management Vollzeit

    Für ein zukunftsweisendes Schweizer Unternehmen mit nachhaltiger Firmenkultur suchen wir eine\*n Client Executive Banking (w/m/d) mit einem umfassenden Beziehungsnetz zu Entscheidungsträgern im Finanzdienstleistungsbereich für den Raum Zürich. Unsere Kundin ist einer der renommiertesten und grössten Anbieter von IT-Lösungen und Dienstleistungen in der...

  • Client Services Advisor

    vor 1 Woche

    Zurich, Schweiz Cartier Vollzeit

    Reference Code: 99943**Client Services Advisor**: - Zurich, ZH, CH- Fixed TermThe story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities...