Front Office Relationship /Client manager– SSA Swiss Advisors AG

Front Office Relationship / Client Manager – SSA Swiss Advisors AG

Country: 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 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 dep...