Client Service Representative

Swissquote Bank SA

Bern

On-site

CHF 39,000 - 57,000

Full time

2 days ago
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Benefits offered by this job

Annual bonus
Pension scheme
Share plan
Concierge services
34.5 paid holidays

Job summary

Swissquote Bank SA is seeking a client‑focused service representative to join our online financial services team in Luxembourg. You will handle inquiries, provide prompt, courteous support, and ensure accurate execution of client instructions.

The role requires knowledge of financial products and markets, including stocks, ETFs, funds, CFDs, derivatives and cryptocurrencies, with clear communication in English and German; French is desirable.

Qualifications

  • Bachelor's degree or equivalent practical experience.
  • Fluency in English and German; French is desirable.

Responsibilities

  • Provide prompt support and resolve issues to ensure client satisfaction.
  • Provide product and market information within the scope of execution-only servicing.
  • Identify opportunities to upsell suitable services to clients.
  • Coordinate with other representatives and departments to improve platforms, services and procedures.
  • Understand and adhere to MiFID, AML/CTF, and privacy regulations.
  • Treat clients fairly at all times.

Skills

Customer service
Communication skills
English
German
French desirable

Education

Bachelor's degree

Tools

Office software
Phone systems

Job description

As a leading provider of online financial services, Swissquote Group offers innovative solutions and comprehensive services to meet the wide-ranging demands of its global clients

n your daily duties, you will:

  • Ensure the highest levels of client satisfaction, by providing prompt support and resolution of issues and reliable execution of client instructions in a consistently courteous, friendly and polite manner
  • Provide product and market information within the scope of 'execution-only' servicing
  • Proactively identify opportunities to delight clients, and offer additional services that may be suitable for the client’s needs
  • Coordinate activities with other representatives and departments, and contribute to the development of platform, service and procedure enhancements
  • Understand and adhere to industry regulations and company policies, particularly with regards to MiFID, anti-money laundering, anti-terrorist financing and privacy
  • Treat clients fairly at all times
You have:
  • Previous experience in achieving customer satisfaction, especially in a financial services context , preferred
  • A strong interest for financial product and markets, including stocks, ETFs, investment funds, CFDs, derivatives, and cryptocurrencies
  • Excellent communication - verbal and written - skills
  • Fluency in English an German. French is also desirable
  • A Bachelor's degree or equivalent practical experience
  • Familiarity with office software and phone systems a plus
  • Prior experience in handling customer requests and complaints
  • A proven passion for understanding, helping and servicing customers
  • You are particularly skilled at listening, communicating, showing empathy, and being persuasive
Additional Information
  • A comprehensive benefits package including annual performance bonus, occupational pension scheme, share plan, concierge services, 34.5 paid holidays, and more
  • A great work environment in our offices located at Luxembourg’s Kirchberg financial district. Complementary fruit, tea and coffee
  • Opportunities to develop your knowledge of financial products and markets including equities, funds, derivatives, cryptocurrencies and more
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