Dein persönlicher KI-Karriere-Agent
Offering Manager & Client Administrator(m/w/x)
Processing offers and managing client billing for wealth management technology. Minimum 2 years in billing or AR required. Hybrid work, flexible hours.
Deine Match-Analyse
Warum dieser Job zu dir passt
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Anforderungen
- Bachelor's degree or equivalent qualification
- Minimum 2 years experience in support, operations, billing, or accounts receivable
- Advanced Microsoft Office proficiency (Excel, Word, PowerPoint)
- Strong multitasking and adaptability in fast-paced environment
- Team-oriented mindset and willingness to support colleagues
- Excellent interpersonal skills for building relationships
- Ability to handle complex situations with composure
- Highly organized with strong attention to detail
- Fluent in written and spoken German and French
Aufgaben
- Support sales in preparing and processing offers.
- Act as the main contact for financial and billing matters, providing documentation.
- Maintain accurate records of client annual recurring fees.
- Ensure timely and correct invoicing for projects and services.
- Coordinate client and partner invoicing with Finance and AR teams.
- Assist sales in preparing presentations, documentation, client meetings, events, and follow-up.
- Ensure accuracy and integrity of data in reporting systems.
- Prepare reports and presentations for stakeholders.
- Manage and maintain team documentation and administrative records.
- Support Team Lead with onboarding and training new members.
Berufserfahrung
Ausbildung
Sprachen
Tools & Technologien
Benefits
- Hybrid working
- Flexible working
- Work-life balance
- Fantastic Avaloq culture
Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens Avaloq erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei AvaloqÜber das Unternehmen
The company is an industry-leading provider of wealth management technology and services for financial institutions worldwide.
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