Junior Client Services Officer

For one of our clients, an International Fiduciary Services company based in Geneva, we are looking for a :

For one of our clients, an International Fiduciary Services company based in Geneva, we are looking for a :

Job description

• Perform specialist functions on own allocated caseload, only referring unusual or more difficult problems when necessary
• Enhance and maintain client relationships for own caseload, ensuring a quality service
• Plan and prioritise own workload and that of immediate colleagues to ensure that target/deadlines are achieved
• Ensure that client requests are dealt with in accordance with the firm's service standards
• Contribute to the appraisal of more junior colleagues in unit
• Build and maintain own technical knowledge in order to keep up to date and relevant
• Be proactive in recognizing and pursuing opportunities for improving procedures and controls
• Ensure all book-keeping is completed in accordance with the guidelines 
• Ensure reconciliations on client base are completed in accordance with the guidelines
• Record time spent on different client matters accurately
• Ensure quotes are provided to clients (in accordance with the firm's standard tariff) for standard tasks
• Ensure quotes are agreed with the manager for any bespoke or unusual transactions
• Ensure productivity target achieved on a regular basis (with Manager approving any exceptional requests)
• Ensure invoices on own client base are raised in accordance with the firm's billing cycle 
• Ensure activities are used, monitored and actioned in a timely manner

Profile required

• University degree or equivalent
• 1 or 2 year's of professional experience (including trainings)
• Able to adapt in a small structure
• Good team spirit
• Rigorous with a sense of responsability
• Methodical approach to work
• Mature, efficient and proactive
• Willing to learn and evolve in the field of Trusts
• Fluent in English (min. C2 level) - Spanish an advantage

All files will be treated with the utmost confidentiality

• English mother tongue or Fluent (min. C2 level)