Client Relationship Manager

Reposted Yesterday
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Limassol
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Client Relationship Manager assists clients with documentation updates, builds relationships, educates on services, responds to inquiries, supports onboarding, and collaborates with teams for a seamless experience.
Summary Generated by Built In
Company Description

Building the broker of tomorrow takes more than skills.

It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential. Swissquote Capital Markets Ltd, a subsidiary of Swissquote Group Holding Ltd, a leading provider of online financial and trading services providing trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms. Our +1000 employees work in a flexible way, without dress code and in multicultural teams.

By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Job Description

We are seeking a dedicated and detail-oriented Client Relationship Manager to join our team. The ideal candidate will possess strong organizational skills, a keen eye for detail, and a solid understanding of customer support processes. If you're passionate about delivering excellent service and want to make a meaningful impact within a dynamic team and a thriving company, we encourage you to apply for the Client Relationship Manager role today!

MAIN DUTIES AND RESPONSIBILITIES 

  • Assist clients in amending and updating existing documentation and personal information.
  • Build and maintain strong relationships with existing clients.
  • Provide accurate product information and support by educating clients on features, benefits, and usage of our services. Offer guidance and troubleshooting to help clients achieve optimal outcomes.
  • Respond promptly and accurately to customer inquiries regarding products, services, and technical issues.
  • Support new customers during onboarding process
  • Collaborate with cross-functional teams, including Back Office and Compliance, to address customer needs and resolve complex issues. Ensure effective communication and coordination to deliver a seamless customer experience.

Qualifications

  • BSc/BA in Finance, Business Administration, Law or a related field,
  • 1-2 years of prior experience in a similar position,
  • Strong proficiency in Microsoft Office applications,
  • Fluency in English and German is required; proficiency in Italian or Greek is considered an advantage (Any other EU language can be considered),
  • AML and/ or CySEC certificate is an advantage but not a must,
  • Excellent analytical, communication and organizational skills,
  • Team-player, able to work under pressure, and problem solving skills is a must,
  • Ability to work independently and as part of a team,
  • High attention to detail and professional attitude,
  • Demonstrated ability to maintain confidentiality at all levels.

Additional Information

  • Competitive remuneration package.
  • Flexible work arrangements (Hybrid Model).
  • Performance – oriented and rewarding company culture.

Top Skills

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The Company
HQ: Gland
1,306 Employees

What We Do

We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs.

Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.

Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.

Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.

Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC.

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