Senior Client Service Officer - position based in Zurich

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Zürich
Unbefristet
Vollzeit

30 Tage her

Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) is a fully owned subsidiary of Banque Internationale à Luxembourg SA (BIL), the oldest private bank in the Grand Duchy. BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families, with offices in Zurich, Geneva and Lugano. The organizational structure is designed to foster quick and agile decision-making, with streamlined reporting channels. This empowers BIL Suisse to provide clients with cutting-edge solutions tailored to their evolving requirements.You will join a small, dedicated team within Business Operations, delivering high-quality services to both internal and external clients. As a Senior Client Service Officer, you will play a pivotal role in ensuring smooth client lifecycle management, from onboarding to ongoing data maintenance, while upholding regulatory compliance and operational excellence. You are also the subject matter expert for first Tax Control Specialist. You will act as a trusted partner to the Front Office and other internal stakeholders, contributing to the seamless delivery of client services and operational efficiency.Key Responsibilities

Lead and execute the full client onboarding process for individuals and legal entities
Responsible for maintaining and updating client static data in core systems
Manage client documentation across the full client lifecycle and ensure proper archiving and record-keeping
Own and represent the teams' responsibilities, acting as subject matter expert and ensuring strong governance across FATCA, CRS, and QI controls, reconciliations, and exception handling
Conduct and enhance L1 controls and reconciliations for FATCA and CRS reporting
Monitor QI withholding processes and manage any exceptions that arise
Act as the primary contact for compliance and external auditors
Collaborate with Front Office, Compliance, Legal, and Operations teams to resolve queries and expedite case processing
Initiate and contribute to process improvement initiatives and support transformation projects, including user acceptance testing (UAT)

Your Profile

University degree in Business Administration, Economics, Law, or a related fields (or an equivalent educational pathway)
At least 10 years of total professional experience within the financial industry, including a minimum of 6 years in a similar function with comparable responsibilities
Up to 4 years of additional experience may come from other relevant roles within the financial sector (e.g., Operations, Front Office, Risk, Compliance)
Strong understanding of complex client structures and international onboarding requirements, ensuring accurate validation and regulatory alignment
Solid knowledge of FATCA, CRS and QI with hands-on experience in executing controls, reporting and tax-related processes
Strong technical affinity and confidence working across multiple systems and tools
High attention to detail with strong analytical skills, data-quality focus and a proactive, solution-oriented mindset
Ability to manage multiple priorities independently while ensuring structured coordination and robust documentation
Collaborative team player who supports knowledge sharing and contributes to continuous improvement
Proficiency in English (written and spoken) is required; German is an asset

This presents an exciting opportunity to become a part of our team in Switzerland and play a pivotal role in the expansion of our bank. If you are a motivated individual with a deep-seated enthusiasm for the financial sector and possess the necessary skills and qualifications, we invite you to submit your application. BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.

Banque Internationale à Luxembourg

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