Auf einen Blick
- Aufgaben: Unterstütze Relationship Managers bei täglichen Abläufen und Kundenbetreuung.
- Unternehmen: SYZ SA, ein führendes Unternehmen im Finanzsektor.
- Vorteile: Attraktive Vergütung, flexible Arbeitszeiten und Entwicklungsmöglichkeiten.
- Weitere Informationen: Ein freundliches und unterstützendes Arbeitsumfeld mit Wachstumschancen.
- Warum dieser Job: Werde Teil eines dynamischen Teams und baue wertvolle Kundenbeziehungen auf.
- Qualifikationen: Erfahrung in der Finanzbranche und starke Kommunikationsfähigkeiten.
Das prognostizierte Gehalt liegt zwischen 50000 - 70000 € pro Jahr.
Client / Employer: SYZ SA
Location: TN Switzerland – Canton of Lucerne, Switzerland
EU work permit required: No
Purpose of the role
Support mainly Relationship Managers in various Front Office teams in daily operations, administration, client care and relationship management, becoming a trusted client service officer. The CSO interacts with internal and external stakeholders, provides clients with relevant information and supports the RMs in implementing customized solutions. The role combines operational, administrative, and client servicing responsibilities, ensuring outstanding support to Relationship Managers and seamless continuity across teams. The CSO acts as a role model, delivering best service quality in a fast, professional, and friendly manner, living the Syz Group values and helping the team manage and grow its current client base.
Key responsibilities
- Assist Relationship Managers in different teams in day-to-day client service and handle administrative and operational requests (back‑up coverage, specific initiatives);
- Contact clients via telephone and email daily, ensuring prompt action and high service quality;
- Execute client instructions accurately, process payment and transfer transactions (orders, trades, etc.);
- Perform cash management, handle new client account openings and KYC reviews, and manage changes to existing client accounts;
- Solve operational problems with internal and external counterparties.
Risk Management & Controls
Ensure rigorous monitoring of documentation, maintain and update client instruction records, client details and preferences, and ensure compliance with internal and external regulations (AML, FINMA, FATCA, etc.); understand Syz’s risk management framework and manage compliance responsibilities; maintain appropriate knowledge and complete mandatory training to perform the role.
Your profile
Languages: Fluent in English; other European languages a plus.
Education & Experience: Relevant educational background (Banking and/or Finance or equivalent) and professional background (work experience in the financial industry); 5+ years’ experience as an assistant including solid knowledge of compliance matters (account opening, KYC, periodic reviews) and investment products; solid understanding of relevant products and services in Private Banking; basic knowledge of global financial markets and current developments; experience in international and multi‑market environments is a strong asset.
Personal and social skills: Highly service oriented and passionate about client servicing; strong flexibility and adaptability, able to move quickly between teams and priorities; team player with a positive attitude and collaborative spirit; autonomous, proactive and resilient; systematic, precise and diligent working style with the ability to perform under pressure; friendly, competent, professional communication style; trustworthy, discreet with high risk awareness; personal integrity and ethical behaviour.
Technical skills: At ease with IT systems and data management.
Flying Client Service Officer Arbeitgeber: SYZ SA
SYZ SA ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern im Kanton Luzern, Schweiz, eine dynamische und unterstützende Arbeitsumgebung bietet. Mit einem starken Fokus auf Mitarbeiterentwicklung und Teamarbeit fördert das Unternehmen eine Kultur des Vertrauens und der Professionalität, in der jeder Mitarbeiter die Möglichkeit hat, seine Fähigkeiten zu erweitern und einen bedeutenden Beitrag zur Kundenbetreuung zu leisten. Die Kombination aus flexiblen Arbeitsbedingungen und einem engagierten Team macht SYZ SA zu einem attraktiven Arbeitsplatz für alle, die eine erfüllende Karriere im Finanzsektor anstreben.
