Front & Client Support Spec.
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.
We Offer The main objective of the IB EMEA Client On-Boarding Team is to provide support for Sales within the EMEA region for:
- On-boarding new clients to the firm
- Extending existing relationships within the firm
- Assisting in any projects that impact or are impacted by any of the above.
The Team coordinates the on-boarding process from front to back to move clients from 'prospect' to 'customer' in the shortest possible time, and provide a synchronized approach to servicing our clients. Work as a single point of contact for our clients and internal sales teams by tracking the pipeline of all onboardings, providing immediate advice on any account opening issue that is preventing or slowing business, ensure high standards of Ethics and Control are maintained during account opening processes, assist in ad-hoc / ongoing regulatory projects and improve quality of client static data on CS internal databases. The team provides a fast, efficient, streamlined and transparent on-boarding experience.
Responsibilities:
- Provide full assistance to Front Office personnel on a/c opening including KYC, Credit and Legal processes including regular updates.
- Understand and communicate account structures to Front Office staff, liaise with Client (and sales personnel where appropriate) to obtain required information, and coordinate delivery of appropriate documentation to various internal partners (e.g KYC Diligence, Financial Crime Compliance, Credit, or Legal) as appropriate
- Take personal ownership for following up on all steps in the account onboarding process while maintaining a busy book of work and also providing a high level of client service.
- Proactively follow up on legal negotiations, schedule calls (internal and external) to facilitate negotiations, and suggest solutions or escalate for approvals.
- Become subject matter expert on regulatory framework driving account opening processes, and keep abreast of associated changes
- Understand and communicate importance of Ethics & Control surrounding CS account opening processes and procedures.
- Identify, investigate and highlight potential control issues regarding account opening processes.
- Assist the Front Office to implement projects related to static data maintenance, "Know Your Client" reviews or other general account related requirements
- Assist in regulatory changes, or associated remediation arising from regulatory change
You Offer - Knowledge of the operation and/or control environment at Credit Suisse (strongly preferred).
- Experience in Financial Services preferably in a Client Onboarding or KYC related role would be a plus!
- Proficient in financial/strategic analysis; ability to conduct complex analysis under tight timelines.
- Excellent knowledge of Excel, PowerPoint and Word.
- Detailed knowledge of ISDA Master Agreement and related Annexes a bonus (but not required)
- Highly motivated, willing to work in both team and independent situations depending on current workload.
- Maturity and confidence to work with senior level professionals and external clients
- Outstanding written and verbal communication skills in English
- Highly organised and efficient at multi-tasking is essential for this role
- Hardworking individual with good analytical and problem solving skills
Credit Suisse is committed to providing equal employment opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is committed to providing equal opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success
