Offering Manager & Client Administrator

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.

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

Bachelor's degree or equivalent qualification

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

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.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

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