Career Vacancies
Position :
Client Care Center Specialist
Office :
Start date :
Working hours :

Field :
COO - Client Documentation & Tax Services

Client Care Center Specialist


The Bank’s entire operations are managed by COO Division and are headed up by the Chief Operating Officer. It strives to provide both in-house and external clients with a first-rate service to ensure our business operates efficiently and at the best possible cost. The COO division comprises Operations, Finance, Information Management, Human Resources and Logistics. COO employees are committed to providing, with professionalism and enthusiasm, an efficient, proactive, high-quality service that meets the needs of clients within the context of the Bank’s overall strategy.


As part of the CCC of the Client Documentation and Tax Services Department (CD&TS), the employee acts as a first-level support, via CD&TS main mail box and hotline, to answer in a timely manner to requests from internal customer from various departments.


Maintain high level of service in all circumstances

Main responsabilities

  • Act as the Single Point of Contact (SPOC) of the CD&TS for the Front Office and other departments of the Bank.
  • Handle all queries addressed to the CD&TS main mail box either directly or by dispatching it to the relevant team.
  • Handle all phone calls to the CD&TS hotline. If the queries cannot be answered immediately ensure that they will be handled in a timely manner.
  • Ensure a good quality of service by providing an accurate feedback to the Front office on all their queries.
  • Keep the CD&TS intranet webpage updated with the latest client documentation, internal procedures and the FAQ.
  • Participate in the projects in relation to the Department.



  • Education: Bachelor Degree
  • Technical skills: Knowledge of KYC and AML regulations - Knowledge of tax regulations - Knowledge of the different str
  • IT Tools: Excel, Access and Appway


  • Years of experience: 3-7 : intermediate
  • Experience required: experience in banking sector, projects, KPIs production
  • Experience in private banking: Mandatory


  • English: Fluent
  • French: Fluent
  • German: Advanced (german is a plus)

Personal skills

  • Swiss resident: Mandatory

Open mind and team orientation: Be open the other’s ideas - Always balance personal and team interests keeping in mind that the Bank’s interest are the priority - Express and accept constructive criticism. Innovation and development: Propose and seek improvement of the current tools and processes - Be positive towards change and seek opportunities to improve the quality of the working environment - Continuously work on knowledge improvement. Corporate culture: Be "solution oriented" and have a strong sense of customer services - Be proactive and driven - Develop a relationship network within the various Bank departments - Comply consistently with internal and external regulations.

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This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

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