Front Office Relationship /Client manager– SSA Swiss Advisors AG

Front Office Relationship /Client manager– SSA Swiss Advisors AG

Country: Switzerland

Responsibilities:

Assist the FO team of SSA Swiss Advisors AG in the daily business as usual.  You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients.  You will be doing of the following tasks:

Customer service, helping on:

• Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters

• Monitoring progress of tasks and ensure proper follow-up

• Checking balance positions, loans, transfers, etc.

• Addressing request for payment instructions

• Process applications and inquiries related to Credit/Debit Cards

Operations and Back Office, supporting on:

• Monitoring and verifying that all the transactions requested have been completed/processed by the operations department.

• FX transactions and wire transfers management

• New accounts and Updates

• Prepare documentation and assistance to Bankers and other members of Front Office Team.

Profile:

• Formal Academic Education: i.e. bachelor’s degree

• 5-10 years of relevant experience in financial and banking industry in the following fields: customer service, operations, compliance, back office, dealing with internal and external clients, preparation of reports and customer visits.

• Strong technical knowledge in Banking, Business Administration and Finance

• Software: good use of Office tools.

• Good planning and organizational skills/problem-solving approach.

• Dynamic, pro-active, and capable of completing tasks in an independent manner.

• Adaptable, personable team player with “can-do” attitude and great interpersonal skills.

• Teamwork and team spirit focused.

• Eager to learn.

Languages:

• Languages: Fluent in Portuguese and English (written and spoken).  French and Spanish will be highly valued.

Requirements:

• Eligible to work in Switzerland.