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Junior Client Services Officer

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

Junior Client Services Officer

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

Profil minimum requis :
  • English mother tongue or Fluent (min. C2 level)

Contact person

Website http://www.lotuspartners.ch

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