Client Service Specialist, Germany (all genders), Frankfurt

Social network you want to login/join with:

Client Service Specialist, Germany (all genders), Frankfurt

Client:

Location: Frankfurt, Germany

Job Category: Customer Service

EU work permit required: Yes

Job Reference: 0027f6f6da45

Job Views: 27

Posted: 20.02.2025

Expiry Date: 06.04.2025

Job Description:

We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.

Job Summary:

As a Client Service Specialist in the Private Bank you would be regionally aligned to bankers and their client base in Germany. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service.

Job Responsibilities:

• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority.
• Monitor client cash balances, where necessary liaising with clients to cover positions.
• Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner.
• Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution.
• Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client.
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment.

Required Qualifications, Capabilities and Skills:

• Minimum of Bachelor's degree or equivalent financial qualifications.
• Strong relationship management, communication and time management skills.
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible.
• Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment.
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly.
• Previous experience in a similar role within the Financial services and/or Banking industry.

Preferred Qualifications, Capabilities and Skills:

• Proficiency in additional languages would be beneficial.