Overview
In this role you support the Sales team to secure client stability and elevate service levels. You act as the main contact for clients on financial and billing matters, enabling Account Managers to focus on relationships and sales. You coordinate invoicing and data accuracy across finance teams, and you assist with presentations, meetings, and onboarding. You help maintain clear records and reporting, contributing to smooth operations and cross-functional collaboration. This position offers a client-facing, collaborative environment within a leading wealth management tech provider.
Leistungen / Benefits
- hybrid working
- flexible working
- inclusive culture
Verantwortungsbereiche
- Support Sales in preparing and processing offers aligned with internal standards
- Be main contact for clients and Account Managers on financial and billing matters
- Maintain records of annual recurring fees and ensure timely invoicing
- Coordinate client and partner invoicing with Finance and Accounts Receivable
- Assist Sales with presentations, client meetings, events, and follow-up activities
- Ensure data integrity in management reporting systems and prepare stakeholder reports
- Manage team documentation and administrative records
- Support Team Lead with onboarding, induction, and training of new members
Zentrale Anforderungen
- Bachelor's degree
- Minimum 2 years in a support, operations, billing, or accounts receivable role
- Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Strong multitasking and adaptability in a fast-paced environment
- Team-oriented mindset with willingness to support colleagues
- Excellent interpersonal skills across all organization levels and external stakeholders
- Ability to handle challenging situations with composure and professionalism
- Highly organized with strong attention to detail and workload management
- Fluent in written and spoken German and French
- team-oriented collaboration
- excellent interpersonal communication
- adaptability and flexibility
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
Offering Manager & Client Administrator in Bioggio Arbeitgeber: Avaloq
Avaloq ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern die Möglichkeit bietet, in einem dynamischen und unterstützenden Umfeld zu arbeiten. Mit flexiblen Arbeitsmodellen und einer starken Fokussierung auf die Work-Life-Balance fördert Avaloq die persönliche und berufliche Entwicklung seiner Mitarbeiter. Die Zusammenarbeit mit führenden Finanzinstituten und die Chance, an innovativen Projekten teilzunehmen, machen diese Position besonders attraktiv für Studierende, die ihre Karriere im Finanzsektor vorantreiben möchten.
