Client Services Executive

Client Services Executive | Barclays | Geneva.

We are looking for an organised, adaptable, and client-focused Client Services Executive. In this dynamic role, you will be responsible for supporting the validation of client payments, as well as assisting with various client service activities across the Swiss platform. You will act as a key liaison between clients and internal teams, helping to maintain a consistently high standard of service across all touchpoints.

A major focus of the role involves the validation of client payment instructions into Avaloq, requiring close attention to detail and strong process awareness. You will often liaise directly with clients—frequently in both English and French—to confirm instructions and ensure accuracy. You will also support the front office by responding to client requests such as issuing reference letters, account confirmations, and preparing statements and audit letters.

The role further includes managing client communications such as mass mailings and supporting the resolution of client complaints, working closely with internal stakeholders including Legal, Compliance, Operations, and Front Office teams. As part of your responsibilities, you will manage multiple service requests daily, handle client data in various formats, and help drive service excellence through proactive problem‑solving, process improvement, and digital adoption.

You will be expected to take ownership of tasks, demonstrate resilience under pressure, and contribute positively to a collaborative team environment.

Location:

Geneva.

You may be assessed on the key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.

• Excellent command of English and French, both written and spoken; confident phone manner in both languages.
• Previous experience in a client‑facing or customer service role, ideally within financial services or another fast‑paced, regulated environment.
• High level of accuracy and attention to detail, especially in manual data entry and payment processing.
• Strong written and verbal communication skills; able to communicate effectively and professionally with clients and internal stakeholders.
• Confident in using Excel and other Microsoft Office applications; able to work with large datasets and varied formats.
• Strong time management and organisational skills, with the ability to handle multiple requests and prioritise effectively.
• Adaptability to changing processes, procedures, and client needs.
• Proven ability to work calmly and constructively under pressure.
• Demonstrated commitment to excellent client experience and service delivery.

• Familiarity with Avaloq or similar banking platforms.
• Working knowledge of travel booking systems or corporate expense processing tools.
• Awareness of private banking practices, products, and regulatory context.
• Experience handling mass communications (email campaigns or client mailings).
• General understanding of compliance processes, including managing and resolving client complaints.
• Basic understanding of digital tools and willingness to adopt new technologies or workflows.

To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

• Collaboration across multiple digital channels to personalise each interaction with a customer.
• Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support.
• Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
• Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
• Support teams within the business operations function as needed, including risk management, compliance and collections.
• Comply with all regulatory requirements and internal policies related to…