Client Services Specialist - Security Transfers (German speaker)

6 Minutes ago • All levels
Customer Service

Job Description

We are seeking a motivated Client Services Specialist – Security Transfers to resolve client enquiries via telephone, email, and online chat regarding Free of Payment, Global Asset, and Cash Transfers. This role involves close collaboration with the back office to manage and resolve securities-related queries, including settlement issues and discrepancies. The specialist will support Operations Services in day-to-day transactions, ensuring timely resolution of queries and contributing to continuous improvement in client service while identifying process efficiencies.
Good To Have:
  • Fluency in French.
Must Have:
  • Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
  • Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
  • Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
  • Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
  • Contributing to a culture of continuous improvement focused on client service.
  • Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.
  • Banking or commercial apprenticeship.
  • Previous client service experience in the financial and securities services industry, preferably in settlement.
  • Strong interest in client service and a solid understanding of securities and global custody products.
  • Fluency in English and German.

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Job Description & Responsibilities

We are seeking a motivated individual with strong initiative and a methodical, analytical approach. The successful candidate for the Client Services Specialist – Security Transfers role will be responsible for:

  • Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
  • Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
  • Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
  • Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
  • Contributing to a culture of continuous improvement focused on client service.
  • Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.

Qualification & Skills

  • Education: Banking or commercial apprenticeship.
  • Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).
  • Strong interest in client service and a solid understanding of securities and global custody products.
  • A proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies.
  • Strong problem-solving abilities and the capacity to perform under pressure.
  • Client-focused, with a commitment to the timely resolution of enquiries.
  • Adaptable, self-motivated, and continuously seeking improvement.
  • Fluency in English and German is required; French is a plus.

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