Find Your Next Job

Client Success Associate

Posted on Feb. 27, 2025

  • Full Time

Client Success Associate

Tailor Your Resume for this Job


Company Description


As a leading provider of online financial services, Swissquote Group offers innovative solutions and comprehensive services to meet the wide-ranging demands of its global clients.

Swissquote Bank Europe is the EU bank of the Swissquote Group (listed on the SIX Swiss Exchange), and has been at the forefront of online investing for 25 years.

Powerful multi-asset digital platforms and personalised banking come together to deliver private clients, intermediaries and financial institutions a more efficient way to manage wealth.


Job Description


The Client Success Associate is responsible for:

  • Guiding new and prospective clients through the onboarding process, ensuring efficient account opening, funding, and activation.
  • Providing exceptional customer service by addressing client questions, building rapport, and educating them about bank services.
  • Collaborating with the onboarding team and other departments to ensure a coordinated and effective process.
  • Adhering to regulatory requirements (MiFID, AML) and maintaining high operational standards.
  • Contributing to team targets for onboarding, funding, and activation while maintaining client satisfaction.
  • Sharing client feedback and insights to support ongoing service improvements.

Qualifications


You have:

  • Excellent communication skills with fluency in English and German; additional European languages are a plus
  • Bachelor's degree or equivalent practical experience
  • Experience in client servicing or onboarding, preferably in retail banking or investing
  • Knowledge of investments (equities, funds) and banking products
  • Familiarity with banking operations, digital trading platforms, and relevant regulations (e.g., MiFID)
  • Strong customer service skills with a confident and professional demeanour
  • Exceptional attention to detail and problem-solving skills

Additional Information
  • A chance to lead a high-performing team in a collaborative environment.
  • A comprehensive benefits package including annual performance bonus, occupational pension scheme, share plan, concierge services, 34.5 paid holidays, and more
  • A great work environment in our offices located at Luxembourg’s Kirchberg financial district. Complementary fruit, tea and coffee
  • Opportunities to develop your knowledge of financial products and markets including equities, funds, derivatives, cryptocurrencies and more


SQ1


Tailor Your Resume for this Job


Share with Friends!

Similar Jobs


TP TP

Quality Expert Reviewer - French Sub-Saharan Africa

Multi Channel- Quality Expert Reviewer (French Sub saharan African) - Dublin City Centre Teleperfor…

Full Time | Dublin, Ireland

Apply 6 hours, 45 minutes ago

Bright & Duggan Property Group Bright & Duggan Property Group

Building Manager - Various Locations On Offer

Introduction: Bright & Duggan Group is built on the principles of United, Trusted, Accountable, and…

Full Time | Wentworth point, Australia

Apply 1 day, 6 hours ago

Provincial Provincial

Night Security Officer

Ready to step into a dynamic role? If you've got security experience, you're already well-equipped.…

Full Time | Dublin 2, Ireland

Apply 2 days, 6 hours ago

Agent Provocateur Agent Provocateur

Sales Associate

Our Sales Associates (or Agents) remain inspired by our roots and revel in pushing the boundaries o…

Temporary | Miami, United States of America

Apply 2 days, 9 hours ago

New York City Department of Environmental Protection New York City Department of Environmental Protection

Portfolio Manager

PORTFOLIO MANAGER DEPT OF ENVIRONMENT PROTECTION Posted On: 11/27/2025 Full-Time Location OUTSIDE N…

Full Time | New york, United States of America

Apply 2 days, 9 hours ago

The Avoca Clinic The Avoca Clinic

Senior Sales Executive

We are delighted to be offering this wonderful opportunity to experience a career in the ever growi…

Full Time | Carrickmines, Ireland

Apply 3 days, 6 hours ago

Apex Group Apex Group

Associate Dealing Apac

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund …

Full Time | Ka, India

Apply 5 days, 6 hours ago

BeaconPoint Labs BeaconPoint Labs

Inside Sales And Customer Service Manager

Company OverviewBeaconpoint labs is an analytical laboratory with deep expertise in nutrition offer…

Full Time | Kannapolis, United States of America

Apply 5 days, 9 hours ago