Client Success Associate

Client Success Associate

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 demeanor
• Commercial mindset
• Exceptional attention to detail and problem-solving skills

Additional Information

A chance to work in 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