Offering Manager & Client Administrator
Lugano - Switzerland
Job Summary
The overall aim and target of this function is to secure the customer and prospects 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.
- You will be part of a commercial team managing client relationships in the region.
- This 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
Your key tasks
- Support the Sales team in preparing and processing offers in line with internal standards and procedures
- Act as the main point of contact for clients and Account Managers on financial and billing matters providing supporting documentation as required
- Maintain accurate records of clients annual recurring fees and ensure the timely and correct invoicing of all contracted projects and services
- Coordinate client and partner invoicing activities in close collaboration with Finance and Accounts Receivable teams
- Assist the Sales team in preparing presentations documentation client meetings events and related follow-up activities
- Ensure the accuracy and integrity of data within management reporting systems and prepare reports and presentations for various stakeholders
- Manage and maintain team documentation and administrative records
- Support the Team Lead with the onboarding induction and training of new team members
Qualifications :
- Bachelors degree or equivalent qualification
- Minimum of 2 years of experience in a support operations billing or accounts receivable role
- Advanced proficiency in Microsoft Office particularly Excel Word and PowerPoint
- Strong ability to multitask and adapt to changing priorities in a fast-paced environment
- Team-oriented mindset with a willingness to support colleagues and provide backup when needed
- Excellent interpersonal skills with the ability to build effective working relationships across all levels of the organization and with external stakeholders
- Ability to handle challenging and complex situations with composure confidence and professionalism
- Highly organized with strong attention to detail and effective workload management skills
- Fluent in written and spoken German and French
Additional Information :
We 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.
In 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.
We 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.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies and any unsolicited candidate submissions will be exempt from any payment expectations.
#LI-Hybrid
Remote Work :
No
Employment Type :
Full-time
About Company
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial insti ... View more