Front Office Relationship​/Client manager– SSA Swiss Advisors AG

Front Office Relationship /Client manager– SSA Swiss Advisors AG Country:
Switzerland

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.

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

• Eligible to work in Switzerland.