Client Relations & Sales Support Specialist

CANDRIAM; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Candriam in Switzerland (Zurich/Geneva) is seeking a Client Relationship Assistant to coordinate office management, support sales, and manage local events within Sales & Distribution. The role requires strong organization, stakeholder management, and a service mindset, with fluency in English and German and French being advantageous.

You will work closely with international teams to ensure seamless client service and accurate CRM data, contributing to a dynamic, sales-driven environment.

Qualifikationen

• 6+ years of experience in sales support, marketing coordination, or office management, ideally within financial services.
• Proven experience working with marketing teams, external partners, and senior internal stakeholders.
• Strong client focus with a high level of service orientation.
• Excellent organizational and multitasking skills with strong attention to detail.
• Fluency in English; German and French are strong advantages.
• Proficient in Microsoft Office; familiarity with CRM tools is an asset.

Aufgaben

• Manage and coordinate office-related activities for both Zurich and Geneva.
• Plan, organize, and execute industry events, conferences, and roadshows.
• Coordinate event and marketing budget planning in close collaboration with local sales and central marketing teams.
• Oversee the production and quality control of marketing materials and content, including proofreading.
• Provide comprehensive support to sales teams on internal processes and client-related requests.
• Assist with operational activities and broader country management tasks.
• Act as Salesforce expert, ensuring data accuracy through database maintenance and regular updates.
• Monitor and coordinate ad hoc projects across teams and functions.
• Serve as the local IT coordinator for hardware, software, printers, and mobile devices.
• Support Relationship Managers by preparing client presentations, reports, and meeting materials.
• Help manage day-to-day client requests and ensure timely responses in collaboration with the Sales Support and Client Servicing teams.
• Update and maintain client data in CRM tools to ensure accurate pipeline tracking, segmentation, and reporting.
• Contribute to internal reporting activities by collecting and structuring relevant data points and documentation.
• Assist with the organisation of client events, meetings, and follow-ups, ensuring logistics and materials are delivered to a high standard.
• Collaborate closely with international teams to ensure alignment across business units and geographies.

Kenntnisse

Sales support

Event planning

Stakeholder management

Client relations

Project coordination

CRM tools

Salesforce

Microsoft Office

Ausbildung

Bachelor's Degree / Licence - Master (BAC+3)

Tools

Salesforce

CRM tools

Excel

PowerPoint

Jobbeschreibung

Candriam in Switzerland (Zurich/Geneva) is seeking a Client Relationship Assistant to coordinate office management, support sales, and manage local events within Sales & Distribution. The role requires strong organization, stakeholder management, and a service mindset, with fluency in English and German and French being advantageous.

You will work closely with international teams to ensure seamless client service and accurate CRM data, contributing to a dynamic, sales-driven environment.