Client Service Executive

Client Services Executive | Barclays | Geneva.
We are looking for an organised, adaptable, and client-focused Client Services Executive. In this dynamic role, you will be responsible for supporting the validation of client payments, as well as assisting with various client service activities across the Swiss platform. You will act as a key liaison between clients and internal teams, helping to maintain a consistently high standard of service across all touchpoints.

A major focus of the role involves the validation of client payment instructions into Avaloq, requiring close attention to detail and strong process awareness. You will often liaise directly with clients—frequently in both English and French—to confirm instructions and ensure accuracy. You will also support the front office by responding to client requests such as issuing reference letters, account confirmations, and preparing statements and audit letters.

The role further includes managing client communications such as mass mailings and supporting the resolution of client complaints, working closely with internal stakeholders including Legal, Compliance, Operations, and Front Office teams. As part of your responsibilities, you will manage multiple service requests daily, handle client data in various formats, and help drive service excellence through proactive problem-solving, process improvement, and digital adoption. You will be expected to take ownership of tasks, demonstrate resilience under pressure, and contribute positively to a collaborative team environment.

Essential Criteria

• Excellent command of English and French, both written and spoken; confident phone manner in both languages.
• Previous experience in a client-facing or customer service role, ideally within financial services or another fast-paced, regulated environment.
• High level of accuracy and attention to detail, especially in manual data entry and payment processing.
• Strong written and verbal communication skills; able to communicate effectively and professionally with clients and internal stakeholders.
• Confident in using Excel and other Microsoft Office applications; able to work with large datasets and varied formats.
• Strong time management and organisational skills, with the ability to handle multiple requests and prioritise effectively.
• Adaptability to changing processes, procedures, and client needs.
• Proven ability to work calmly and constructively under pressure.
• Demonstrated commitment to excellent client experience and service delivery.

Desirable Criteria

• Familiarity with Avaloq or similar banking platforms.
• Working knowledge of travel booking systems or corporate expense processing tools.
• Awareness of private banking practices, products, and regulatory context.
• Experience handling mass communications (email campaigns or client mailings).
• General understanding of compliance processes, including managing and resolving client complaints.
• Basic understanding of digital tools and willingness to adopt new technologies or workflows.

This role is based in Geneva.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Purpose of the role
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Accountabilities

• Collaboration across multiple digital channels to personalise each interaction with a customer.
• Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support.
• Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
• Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
• Support teams within the business operations function as needed, including risk management, compliance and collections.
• Comply with all regulatory requirements and internal policies related to customer care.
• To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team's operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.