CRM Assistant Booking Center International

h3CRM Assistant Booking Center International /h3h3Your Role /h3pAs 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. /ph3Your Responsibilities /h3ulliAssisting Client Relationship Managers for both direct and offshore booking center clients /liliHandling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing /liliEnsuring customer transactions and interactions, adhering to legal regulatory requirements as well as bank policies /liliPreparing account opening forms including checking opening for shared business accounts and their follow up /liliExecuting trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements /liliCorporate actions /liliPrepare confirmation letters and reference letters /liliFollow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes) /li /ulh3Your Profile /h3ulliUniversity degree in Finance /liliFirst relevant work experience in Private Banking /liliExcellent Microsoft Office skills, knowledge in Avaloq is an advantage /liliAbility to weigh problems and set priorities /liliStrong work ethics, integrity and high level of accountability /liliAbility to work under pressure and work with various stakeholders /liliFluency in English, other languages are an advantage /li /ulh3Your Benefits /h3ulliEntrepreneurial spirit in a family owned bank /liliCentral city office locations across Switzerland /liliAbove average insurance coverage fully borne by the bank /liliContribution to health insurance and meal allowance /liliGlobal growth strategy and stable environment /liliCompetitive offering /li /ulh3About us /h3pAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. /ppWe are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. /pulliBank J. Safra Sarasin AGbr/Elisabethenstrasse 62br/4051 Basel /li /ul #J-18808-Ljbffr