Client Services Executive(m/w/x)

Description

In this Geneva-based role, you will drive service excellence by validating payments and resolving complex queries. You'll act as a vital link between clients and internal teams to ensure seamless operations.

Requirements

• •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

Tasks

• •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

Tools & Technologies