As a Private Banking Client Service Specialist (CSS) you will be the primary contact for all service-related needs of a Private Banking client.  You will work with bankers, investors, various product specialists, mid-office, and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking product

Each Client Service Specialist is aligned to bankers and their client base.  Some examples of daily responsibilities include executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address)

You will contribute to the overall success of the group in proportion to your experience and will be evaluated relative to your peer group.

Job Responsibilities

• Provide high quality service to Private Banking clients and always maintain client confidentiality
• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Transaction approval levels/limits will vary based on seniority, also monitoring 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
• Open and close accounts, and ensure necessary documentation is complete and participate in special projects as assigned by Team Manager along with coordinating and following through on client requests for products and services

Required qualifications, capabilities and skills

• Strong relationship management skills, coupled with strong 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
• 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
• Sound judgement, problem-solving and client relationship skills
• Minimum of bachelor’s degree or equivalent financial qualifications and previous experience in a similar role within the financial services and/or Banking industry
• Native Italian speaker and fluent in English (mandatory)