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Front Office Relationship/Client manager– SSA Swiss Advisors AG
Job in
Indiana Borough, Indiana County, Pennsylvania, 15705, USA
Listed on 2026-02-14
Listing for:
Banco Santander SA
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Banking & Finance, Business Administration
Job Description & How to Apply Below
CBP - SWMI Genevaposted on:
Posted Yesterday job requisition :
Req
1544647
Front Office Relationship /Client manager– SSA Swiss Advisors AGCountry:
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.[](blob:https://sa)0:00 / 1:01locations:
CBP - SWMI Genevaposted on:
Posted Yesterday
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