Digital & Banking Services Specialist

A career at
Lombard Odier
means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years,
Lombard Odier
is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through
Lombard Odier Investment Managers
and provide advanced banking technology to other financial institutions.

"Rethink Everything" is our philosophy
– it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Digital & Banking Services Specialist

Within the Lombard Odier Private Clients unit (PC) th
e Digital Client Suppo
rt as part of the COO Office organization has the main mission to design, implement and manage the day to day operational execution of key Banking & Digital servicing.

The team is based in our Geneva headquarter and operates mostly & globally as first point of contact for the internal clients (mainly Bankers and their Assistants) and external client for all Digital services matter.We are seeking a highly motivated and customer-oriented individual to join our team as Digital Services Specialist, specializing in providing support for our online banking products but also eager to develop and support other internal services for our clients and bankers.

As
a Digital Services Special
ist, you will play a crucial role in assisting our customers in navigating and utilizing our online banking platform effectively and occasionally other activities. Your excellent communication skills and product / services knowledge will enable you to provide exceptional customer service and ensure a seamless online banking experience and optimal service.

YOUR MISSION:

• Act as the primary point of contact for customers seeking assistance with online banking products and services.
• Resolve customer inquiries and issues by providing accurate and timely information via phone, email, or chat support channels
• Help customers with online account setup, password resets, and general troubleshooting.
• Educate customers about various features and functionalities of our online banking platform to enhance their user experience.
• Troubleshoot technical problems and escalate complex issues to the appropriate teams for resolution.
• Maintain comprehensive knowledge of the bank's online banking products, policies, and procedures.
• Keep meticulous records of customer interactions, transactions, and inquiries using our CRM system.
• Collaborate closely with other team members and departments to resolve customer concerns efficiently.
• Support the development of other services as required.

YOUR PROFILE:

• High school diploma or equivalent; bachelor's degree preferred. Hospitality graduates are welcomed.
• Proven experience in a call center or customer service role, preferably in a banking or financial institution.
• Strong understanding of online banking products, functionalities, and processes.
• Proficient in using online banking platforms, mobile applications, and related technologies.
• Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear and concise manner.
• Exceptional problem-solving skills with a keen attention to detail.
• Ability to multitask, prioritize and work efficiently in a fast-paced environment.
• Patience, empathy, and a genuine desire to help customers.
• Proficiency in using CRM systems and other call center software applications.
• Experience in other banking activities / services (i.e. fees, middle-office,…) most welcome.
• Bilingual proficiency (French, English), Spanish highly recommended and Italian a plus.
• Residence in Switzerland mandatory.

Our Maison's DNA
is defined by five core values.
Excellence
drives us to be the best at what we do, while
Innovation
fuels our progress.
Respect
underpins every interaction, and
Integrity
shapes our actions. Together, we are
One Team
, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates.
Diversity, Equity and Inclusion
are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.