Offering Manager & Client Administrator

Avaloq Group; Bioggio; On-site; CHF 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Flexible working hours

Job summary

Avaloq Group is seeking a client-facing team member to support Sales with offers, billing, and reporting in a hybrid work setting. You will coordinate invoicing, maintain client records, and assist with presentations and client meetings to drive revenue opportunities.

The role requires 2+ years in a support/operations or accounts role, strong MS Office skills, and excellent communication across diverse stakeholders. A collaborative, flexible work environment is offered.

Qualifications

• Advanced proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Strong multitasking ability in a fast-paced environment.
• Excellent interpersonal skills with the ability to build relationships across all levels and with external stakeholders.

Responsibilities

• 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 timely invoicing of all contracted projects and services.
• Coordinate client and partner invoicing activities with Finance and Accounts Receivable teams.
• Assist the Sales team in preparing presentations, documentation, client meetings, events, and related follow-up activities.
• Ensure data integrity in management reporting systems and prepare reports/presentations for stakeholders.
• Manage team documentation and administrative records.
• Support onboarding, induction, and training of new team members.

Skills

Microsoft Office (Excel, Word, PowerP

multitask

interpersonal skills

team oriented

client relationship

Job description

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Job Description

The overall aim and target of this function is to secure the customer and prospect’s 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

• 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.