Client Associate (m|f|x) Geneva

The Client Associate is an evolving professional role. Applies specialized knowledge to monitor, assess, analyze, and/or evaluate processes and data. Identifies gaps in policy and formulates policies. Interprets data and makes recommendations.

Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues, and formulates recommendations regarding policies, procedures, or practices. Integrates established disciplinary knowledge within their own specialty area with a basic understanding of related industry practices.

Demonstrates a good understanding of how the team interacts with others to achieve the area’s objectives. Develops a working knowledge of industry practices and standards.

Tasks

• Payments, Deposits & Cash Operations (Core Focus)
• Support senior bankers in delivering a seamless private banking experience by resolving complex client inquiries and ensuring that every client interaction is handled with accuracy and care.
• Transaction Execution: Execute high-value domestic and international payment orders, wire transfers, ACH transactions, internal book transfers, and liquidity/deposit placements for ultra-high-net-worth (UHNW) individual and commercial clients.
• Deposit Lifecycle Management: Coordinate time deposits, demand deposit accounts, yield/rate adjustments, fee waivers, and the setup of specialized deposit products.
• Payment Investigations & Reconciliation: Manage end-to-end payment exceptions, trace investigations, repair queues, and escalations to the middle office and clearing teams to ensure rapid and accurate resolution.
• Client Service & Inquiry Management
• Frontline Client Support: Serve as the primary point of contact for complex day-to-day banking, transaction, and balance inquiries, delivering prompt and white-glove service.
• Client Investigations: Take ownership of complex account inquiries
• Governance, Risk, KYC/AML & Compliance
• Operational Control: Ensure that all payment and transaction instructions strictly adhere to dual-authorization, call-back verification protocols, sanctions screening, and signature verification policies.
• Risk Culture: Appropriately assess risk in all operational and business decisions, demonstrating strong consideration for the firm’s reputation, safeguarding Citi’s and its clients’ assets, adhering to regulatory standards, and escalating control issues with complete transparency.

Profile / Your qualification / Your personality

• Up to 2 years of relevant experience
• Ability to multitask with strong organizational and time management skills to meet the needs of banking teams and clients
• Ability to solve problems and analyze data, demonstrating attention to detail
• Strong verbal and written communication skills
• Client-facing experience; strong background and interest in the fields of operations and compliance; previous experience with sales referrals
• Knowledge of investments, banking, and credit products
• Fluency in English is required; Greek is a plus

Share this offer on LinkedIn →

Location

Quai de la Poste 2, CH-1204 Geneva