Client Success Advisor – Financial Markets

Swissquote Bank SA; Bern; On-site; CHF 39,000 - 57,000; Full time

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

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.