Credit Suisse - Branch Service - Private Banking

Summary:

In Private Banking, our vision is to deliver superior results with the industry's elite team by targeting the best prospects and enabling our teams to do so through a high touch, high standard and highly differentiated platform.

This newly created function, the Branch Service Desk, is part of our effort to provide more effective and efficient support to the Private Banking Business. These dedicated Branch Service Specialists will serve as a centralized team extension for branches delivering internal solutions to our Relationship Managers and Relationship Associates.

Primary Responsibilities:

- Provide support to Relationship Associates in certain phases of client account opening, client account maintenance, and client service to the Private Banking North Americas Sales force.

- Process Recurring Asset Movements and Capital Calls. Five main types of instruments used are:

- Journals (IRA & Pledged Account Journals, Managed Account Requests)

- Wires (Wire, IRA Wire & Pledged Account Wires)

- Checks (IRA Check Request, Pledged Account Check, Managed Account Request)

- ACH (Requests, IRA Requests)

- DTC (Managed Account, Pledged Account)

- Identify thinly traded low priced securities at the client level to enable compliance with regulatory requirements

- Prepare monthly and quarterly risk reports which identity open risks, errors, losses and issues across branches

- Support Relationship Managers in Business Development with prospective client sourcing, putting together prospective client call lists and prosective client profiles

- Closely partner with Mumbai-based Branch Service Desk collegues to provide seamless support to the branch. This includes:

- Knowledge sharing and training within the team across locations.

- Providing regular updates to Relationship Associates, Relationship Managers and Branch Service Managers

- Developing business insights and trends to help enhance client experience at the branches

Additional Responsibilities:

Additional Projects may include: customized client reporting, data testing for system implementation, uploading new account documentation onto appropriate platform/s; completing various verfications; reconciliating information, RM expense processing etc.