Offering Manager & Client Administrator

Company 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

• Bachelor's degree or equivalent qualification
• Minimum of 2 years of experience in a support, operations, billing, or accounts receivable role