Client Service Specialist
vor 20 Stunden
DescriptionA Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking productsEach CSS works is regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address)A CSS will be expected to contribute to the overall success of the group in proportion to his/her experience, and each CSS will be evaluated relative to their peer group.Job responsibilities: Provide high quality service to Private Banking clientsMaintain client confidentiality at all timesManage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniorityResearch, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional mannerResearch potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolutionIdentify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the clientVerify and maintain data quality as it relates to internal and external client hierarchy and account alignmentParticipate in special projects as assigned by Team ManagerCoordinate and follow through on client requests for products and servicesRequired qualifications, capabilities and skillsEnglishStrong relationship management skillsStrong communication and time management skillsAbility to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possibleSolid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segmentMust understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properlyEffective communication, judgement, problem-solving and client relationship skillsBusiness degree education or equivalent financial qualificationsPrevious experience in a similar role within the Financial services and/or Banking industry
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Institutional Client Services Representative
vor 21 Stunden
Eastern Switzerland Interactive Brokers VollzeitCompany OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic...
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EMEA Payments Client Service Account Manager
vor 20 Stunden
Eastern Switzerland JPMorganChase VollzeitDescriptionA Client Service Account Manager (CSAM) is the 'window' into J.P Morgan Payments and is the primary point of contact for our clients. A CSAM is responsible for delivering best in class service and strives to achieve 100% client satisfaction by building deep and meaningful relationships with key contacts within a client's organization. As a Client...
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German Inside Sales Specialist in Barcelona
vor 20 Stunden
Eastern Switzerland Cross Border Talents VollzeitReady to launch your sales career? Join our vibrant team as a dedicated Sales Specialist and make a differenceRole Overview:As an Inside Sales Specialist, you'll partner with clients to enhance their sales strategies, analyze performance data, resolve concerns related to campaigns and budgets, and develop innovative solutions to ensure their success.Key...
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Specialist Proxy Voting Services
vor 21 Stunden
Eastern Switzerland SIX VollzeitSIX drives the transformation of financial markets.What sets us apart drives us ahead: between local roots and global relevance, we are a unique blend of tradition and future, of foundation and growth. We value bright minds and inspire them to grow with their ideas. Come and shape the future of finance with us. Specialist Proxy Voting Services Olten | 100 |...
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Corporate Actions Specialist
vor 21 Stunden
Eastern Switzerland EFG Bank VollzeitDescriptionGeneral InfoDepartment: Global COO – OperationsWork time Percentage: 100%Location: GenevaOur CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an...
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Client Service Representative
vor 21 Stunden
Eastern Switzerland Banking Talent Academy VollzeitCompany DescriptionUm das Bankwesen neu zu erfinden, braucht es mehr als nur fachliche Kompetenz. Wir bringen unsere Unterschiede ein, indem wir zusammen denken, diskutieren, programmieren, entwickeln, testen und lernen... und jeden Schritt gemeinsam feiern. Sind Sie inspiriert? Kommen Sie zu Swissquote und entfalten Sie Ihr PotenzialWir sind der Schweizer...
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Client Service Manager, Brand Health Tracking, Geneva
vor 20 Stunden
Eastern Switzerland Ipsos VollzeitDescriptionThe Client Service Manager will have the following main responsibilities:Work on end-to-end projects for key international clients, from initial briefing to final presentation, dealing internally with the project management team and with the clients.Collaborate with the brand advisors team to analyze data, uncover actionable insights, and develop...
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Campaign Specialist
vor 20 Stunden
Eastern Switzerland FH Collective Academy VollzeitExciting Career Opportunity in Barcelona Join as a German Junior Campaign Specialist (Google Ads Products) Are you passionate about Google, digital marketing, and new technologies? Do you want to live and work in one of Europes most vibrant cities Barcelona while growing your career in online advertising? This could be your chance The Role:As a Junior...
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Specialist, Watches
vor 20 Stunden
Eastern Switzerland Sotheby's VollzeitABOUT SOTHEBY'SEstablished in 1744, Sotheby's is the world's premier destination for art and luxury. Sotheby's promotes access to and ownership of exceptional art and luxury objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trusted global marketplace is supported by an industry-leading technology platform and a...
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Client Services
vor 21 Stunden
Eastern Switzerland Sequent VollzeitAbout the RoleAre you ready to take your career to the next level? Join our international team and work on complex, cross-border mandates for high-net-worth clients. While experience in the trust industry is a plus, we also welcome well-educated professionals from legal, banking or fiduciary backgrounds who want to apply their transferable skills in a...
