3 часа назад
Offering Manager & Client Administrator (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Offering Manager & Client Administrator (Fintech): Supporting sales and account management by preparing offers, coordinating client billing, maintaining recurring-fee records, and producing management reports with an accent on financial accuracy, client communication, and operational stability. Focus on coordinating invoicing with Finance and Accounts Receivable, preparing client documentation, and maintaining reliable reporting data.
Location: Bioggio, Canton Ticino, Switzerland; hybrid and flexible working.
Company
provides wealth management technology and services for financial institutions, including private banks, wealth managers, investment managers, retail banks, and neo banks.
What you will do
- Support the Sales team with preparing and processing offers according to internal standards and procedures.
- Act as a client and Account Manager contact for financial and billing matters, including supporting documentation.
- Maintain records of annual recurring fees and ensure accurate, timely invoicing for contracted projects and services.
- Coordinate client and partner invoicing with Finance and Accounts Receivable teams.
- Prepare presentations, documentation, client meetings, events, and follow-up activities.
- Maintain management reporting data, team documentation, and administrative records while supporting onboarding and training of new team members.
Requirements
- Bachelor’s degree or equivalent qualification.
- At least 2 years of experience in support, operations, billing, or accounts receivable.
- Advanced proficiency in Microsoft Office, especially Excel, Word, and PowerPoint.
- Strong organization, attention to detail, multitasking, workload management, and adaptability.
- Excellent interpersonal skills and the ability to handle complex situations professionally.
- Fluent written and spoken German and French required.
Culture & Benefits
- Hybrid and flexible working options to support work-life balance.
- Collaborative and supportive environment with opportunities to work with leading financial institutions.
- Inclusive and equal-opportunity culture.
- Full-time employment in a global organization with colleagues across 12 countries.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
7 дней назад
Regulatory Reporting Specialist (Swiss Banking)
8 часов назад
Financial Reporting & Equity Administration Senior Accountant
84 455 - 110 132$
3 дня назад
Credit Recovery Manager 100% (f/m/d) (Finance)
2 дня назад
Senior Accountant (Blockchain)
2 часа назад
Lease and Financing Specialist - German speaking (M/F/D)
1 день назад