Dein persönlicher KI-Karriere-Agent
Client Services Executive(m/w/x)
Managing client interactions across digital channels, validating payment instructions in Avaloq for financial services clients. Excellent written and spoken English and French, plus client-facing experience, required. Liaising between clients and internal stakeholders, ensuring high accuracy.
Anforderungen
- Technical knowledge and experience in expertise
- Understanding of principles in expertise area
- Excellent written and spoken English and French
- Client-facing or customer service experience
- High accuracy and attention to detail
- Strong written and verbal communication skills
- Confidence in Excel and Microsoft Office
- Strong time management and organizational skills
- Adaptability to changing processes and needs
- Ability to work calmly under pressure
- Commitment to excellent client experience
- Familiarity with Avaloq or banking platforms
- Knowledge of travel or expense tools
- Awareness of private banking practices
- Experience handling mass communications
- Understanding of compliance and complaint processes
- Basic understanding of digital tools
- Proficiency in risk, controls, and technology
Aufgaben
- Personalize client interactions across multiple digital channels
- Enhance digital capabilities when technology gaps are identified
- Resolve customer inquiries and issues efficiently
- Validate client payment instructions into Avaloq
- Liaise between clients and internal stakeholders
- Coordinate with sales, operations, and risk teams
- Support risk management, compliance, and collections functions
- Comply with regulatory requirements and internal policies
- Drive continuous improvement in prescribed activities
- Supervise team resources and support professional development
- Escalate policy or procedure breaches appropriately
- Embed new risk mitigation policies and procedures
- Advise and influence decisions within your expertise
- Strengthen controls for owned work areas
- Analyze factual information to make evaluative judgements
- Communicate complex or sensitive information to teams
- Liaise with clients in English and French
- Issue reference letters and account confirmations
- Prepare statements and formal audit letters
- Manage mass mailings and client communications
- Resolve client complaints with legal and compliance
- Manage multiple daily service requests and data
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- Excel
- Microsoft Office
- Avaloq
- travel booking systems
- corporate expense processing tools
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Client Services Executive(m/w/x)
Managing client interactions across digital channels, validating payment instructions in Avaloq for financial services clients. Excellent written and spoken English and French, plus client-facing experience, required. Liaising between clients and internal stakeholders, ensuring high accuracy.
Anforderungen
- Technical knowledge and experience in expertise
- Understanding of principles in expertise area
- Excellent written and spoken English and French
- Client-facing or customer service experience
- High accuracy and attention to detail
- Strong written and verbal communication skills
- Confidence in Excel and Microsoft Office
- Strong time management and organizational skills
- Adaptability to changing processes and needs
- Ability to work calmly under pressure
- Commitment to excellent client experience
- Familiarity with Avaloq or banking platforms
- Knowledge of travel or expense tools
- Awareness of private banking practices
- Experience handling mass communications
- Understanding of compliance and complaint processes
- Basic understanding of digital tools
- Proficiency in risk, controls, and technology
Aufgaben
- Personalize client interactions across multiple digital channels
- Enhance digital capabilities when technology gaps are identified
- Resolve customer inquiries and issues efficiently
- Validate client payment instructions into Avaloq
- Liaise between clients and internal stakeholders
- Coordinate with sales, operations, and risk teams
- Support risk management, compliance, and collections functions
- Comply with regulatory requirements and internal policies
- Drive continuous improvement in prescribed activities
- Supervise team resources and support professional development
- Escalate policy or procedure breaches appropriately
- Embed new risk mitigation policies and procedures
- Advise and influence decisions within your expertise
- Strengthen controls for owned work areas
- Analyze factual information to make evaluative judgements
- Communicate complex or sensitive information to teams
- Liaise with clients in English and French
- Issue reference letters and account confirmations
- Prepare statements and formal audit letters
- Manage mass mailings and client communications
- Resolve client complaints with legal and compliance
- Manage multiple daily service requests and data
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- Excel
- Microsoft Office
- Avaloq
- travel booking systems
- corporate expense processing tools
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Barclays
Branche
FinancialServices
Beschreibung
The company offers lending, trade finance, cash management, liquidity, digital banking, and hedging solutions to clients.
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