pFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. /ppWe are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. /ph3Job Description /h3pThe overall aim and target of this function is to secure the customer and prospect’s operational stability and improve the service level satisfaction. The team is well positioned to support the Key Account Manager and Sales Manager operationally, thus allowing them to focus on building relationships with the prospect/ client and identifying sales and upselling opportunities. /pulliYou will be part of a commercial team managing client relationships in the region. /liliThis is a client / front facing role – be expected to interact with clients in calls and emails and participate in client meetings along with Account Managers /li /ulpbYour key tasks /b /pulliSupport the Sales team in preparing and processing offers in line with internal standards and procedures /liliAct as the main point of contact for clients and Account Managers on financial and billing matters, providing supporting documentation as required /liliMaintain accurate records of clients’ annual recurring fees and ensure the timely and correct invoicing of all contracted projects and services /liliCoordinate client and partner invoicing activities in close collaboration with Finance and Accounts Receivable teams /liliAssist the Sales team in preparing presentations, documentation, client meetings, events, and related follow-up activities /liliEnsure the accuracy and integrity of data within management reporting systems, and prepare reports and presentations for various stakeholders /liliManage and maintain team documentation and administrative records /liliSupport the Team Lead with the onboarding, induction, and training of new team members /li /ulh3Qualifications /h3ulliMinimum of 2 years of experience in a support, operations, billing, or accounts receivable role /liliAdvanced proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint /liliStrong ability to multitask and adapt to changing priorities in a fast-paced environment /liliTeam-oriented mindset with a willingness to support colleagues and provide backup when needed /liliExcellent interpersonal skills, with the ability to build effective working relationships across all levels of the organization and with external stakeholders /liliAbility to handle challenging and complex situations with composure, confidence, and professionalism /liliHighly organized with strong attention to detail and effective workload management skills /liliFluent in written and spoken German and French /li /ulh3Additional Information /h3pWe realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. /ppIn Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. /ppWe hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. /p #J-18808-Ljbffr
Offering Manager & Client Administrator in Lugano 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.
