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Open nowPosted 2 days ago

CRM Assistant Booking Center International

job-room.ch119,207 open roles

Where
Geneva, GE, Switzerland
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Your applicationOpen nowCRM Assistant Booking Center Internationaljob-room.ch · Geneva, GE, Switzerland

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The clock on this job

Early applications get read.

10.5% of postings close within 7 days. Measured by our own scanner across the market. job-room.ch postings stay open a median of 5 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.3%3 days
  3. 10.5%7 days
  4. 15.9%14 days
  5. 34.1%30 days
This job: posted 2 days ago

job-room.ch median: 5 days open

The posting

CRM Assistant Booking Center International #

  • Geneva, CH
  • Full-time
  • Unlimited

Your Role ###

As CRM Assistant Booking Center International at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Your Responsibilities ###

  • Assisting Client Relationship Managers for both direct and offshore booking center clients
  • Handling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing
  • Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies
  • Preparing account opening forms including checking opening for shared business accounts and their follow up
  • Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements
  • Corporate actions
  • Prepare confirmation letters and reference letters
  • Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes)

Your Profile ###

  • University degree in Finance
  • First relevant work experience in Private Banking
  • Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
  • Ability to weigh problems and set priorities
  • Strong work ethics, integrity and high level of accountability
  • Ability to work under pressure and work with various stakeholders
  • Fluency in English, other languages are an advantage

Your Benefits ###

  • Entrepreneurial spirit in a family owned bank
  • Central city office locations across Switzerland
  • Above average insurance coverage fully borne by the bank
  • Contribution to health insurance and meal allowance
  • Global growth strategy and stable environment
  • Competitive offering
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