DescriptionWe are actively looking for driven individuals who are collaborative engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service the Client Service team may be the one for you.
As a Client Service Specialist (CSS) in the International Private Bank Client Service team you will be regionally aligned to bankers and their client will be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements monitoring overdrafts and cash balances executing foreign exchange fixing loans and deposits management of corporate actions performing account maintenance (account opening and closing change of address stop payments and fees billing).
Job responsibilities
- Manage daily execution of client transactions and inquiries accurately within established deadlines and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
- Monitor client cash balances where necessary liaising with clients to cover positions.
- Providing information soliciting responses and recording elections for Corporate Actions on client accounts.
- Research follow-up and resolve client inquiries and problems through effective interaction with clients bankers investors product specialists operations areas and other staff in a timely and professional manner
- Research potential (or actual) fraud situations errors and losses to ensure prompt and accurate resolution
- Identify cross-sell opportunities and escalate to bankers and product partners in order to close or provide advice to the client
- Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Required qualifications capabilities andskills
- Minimum of Bachelors degree or equivalent financial qualifications
- Native French and English language skills are required
- Strong relationship management communication and time management skills
- Ability to adapt to a rapidly changing business and technology environment and to utilize all available tools and resources to service clients as efficiently as possible
- Solid comprehension of deposit banking brokerage custody investment management mutual funds life insurance and credit products as each applies to their specific regions business segment
- Must understand and comply with the regulations policies and procedures applicable to these products and services and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Previous experience in a similar role within the Financial services and/or Banking industry
Required Experience:
IC
DescriptionWe are actively looking for driven individuals who are collaborative engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service the Client Service team may be the one for you.As a Client ...
DescriptionWe are actively looking for driven individuals who are collaborative engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service the Client Service team may be the one for you.
As a Client Service Specialist (CSS) in the International Private Bank Client Service team you will be regionally aligned to bankers and their client will be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements monitoring overdrafts and cash balances executing foreign exchange fixing loans and deposits management of corporate actions performing account maintenance (account opening and closing change of address stop payments and fees billing).
Job responsibilities
- Manage daily execution of client transactions and inquiries accurately within established deadlines and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
- Monitor client cash balances where necessary liaising with clients to cover positions.
- Providing information soliciting responses and recording elections for Corporate Actions on client accounts.
- Research follow-up and resolve client inquiries and problems through effective interaction with clients bankers investors product specialists operations areas and other staff in a timely and professional manner
- Research potential (or actual) fraud situations errors and losses to ensure prompt and accurate resolution
- Identify cross-sell opportunities and escalate to bankers and product partners in order to close or provide advice to the client
- Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Required qualifications capabilities andskills
- Minimum of Bachelors degree or equivalent financial qualifications
- Native French and English language skills are required
- Strong relationship management communication and time management skills
- Ability to adapt to a rapidly changing business and technology environment and to utilize all available tools and resources to service clients as efficiently as possible
- Solid comprehension of deposit banking brokerage custody investment management mutual funds life insurance and credit products as each applies to their specific regions business segment
- Must understand and comply with the regulations policies and procedures applicable to these products and services and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Previous experience in a similar role within the Financial services and/or Banking industry
Required Experience:
IC
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