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We are looking for an organised, adaptable, and client-focused Client Services Executive. In this dynamic role, you will be responsible for supporting the validation of client payments, as well as assisting with various client service activities across the Swiss platform. You will act as a key liaison between clients and internal teams, helping to maintain a consistently high standard of service across all touchpoints. A major focus of the role involves the validation of client payment instructions into Avaloq, requiring close attention to detail and strong process awareness. You will often liaise directly with clients—frequently in both English and French—to confirm instructions and ensure accuracy. You will also support the front office by responding to client requests such as issuing reference letters, account confirmations, and preparing statements and audit letters. The role further includes managing client communications such as mass mailings and supporting the resolution of client complaints, working closely with internal stakeholders including Legal, Compliance, Operations, and Front Office teams. As part of your responsibilities, you will manage multiple service requests daily, handle client data in various formats, and help drive service excellence through proactive problem-solving, process improvement, and digital adoption. You will be expected to take ownership of tasks, demonstrate resilience under pressure, and contribute positively to a collaborative team environment.
Job Responsibility:
Supporting the validation of client payments
Assisting with various client service activities across the Swiss platform
Acting as a key liaison between clients and internal teams
Validation of client payment instructions into Avaloq
Liaising directly with clients to confirm instructions
Supporting the front office by responding to client requests such as issuing reference letters, account confirmations, and preparing statements and audit letters
Managing client communications such as mass mailings
Supporting the resolution of client complaints
Working closely with internal stakeholders including Legal, Compliance, Operations, and Front Office teams
Managing multiple service requests daily
Handling client data in various formats
Helping drive service excellence through proactive problem-solving, process improvement, and digital adoption
Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders to meet client needs and expectations
Support teams within the business operations function as needed
Comply with all regulatory requirements and internal policies related to customer care
Requirements:
Excellent command of English and French, both written and spoken
confident phone manner in both languages
Previous experience in a client-facing or customer service role, ideally within financial services or another fast-paced, regulated environment
High level of accuracy and attention to detail, especially in manual data entry and payment processing
Strong written and verbal communication skills
able to communicate effectively and professionally with clients and internal stakeholders
Confident in using Excel and other Microsoft Office applications
able to work with large datasets and varied formats
Strong time management and organisational skills, with the ability to handle multiple requests and prioritise effectively
Adaptability to changing processes, procedures, and client needs
Proven ability to work calmly and constructively under pressure
Demonstrated commitment to excellent client experience and service delivery
Nice to have:
Familiarity with Avaloq or similar banking platforms
Working knowledge of travel booking systems or corporate expense processing tools
Awareness of private banking practices, products, and regulatory context
Experience handling mass communications (email campaigns or client mailings)
General understanding of compliance processes, including managing and resolving client complaints
Basic understanding of digital tools and willingness to adopt new technologies or workflows
What we offer:
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness access to wellness rooms, gyms and mental health support
Inclusive culture
Opportunities for socialising, sports, community events and volunteering