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Client Service Specialist (m/f/d)

Vacancy details

General information



Position description

Job title

Client Service Specialist (m/f/d)

Contract type

1 = fulltime - unlimited

About the Role


Infront's partner company, Assetmax, is a Swiss Fintech providing wealth management software to independent asset managers, family offices and banks to automate their daily work with the latest technology.

Our mission is to design the most complete, modern, and intuitive software platform for wealth managers. We relieve our clients from repetitive, automatable work and help them to stay up to date with technological and regulatory changes. 


The Client services specialist is responsible for ensuring excellent service standards and keeping high customer satisfaction.


Client interaction

  • Build sustainable relationships of trust with clients through open and interactive communication.
  • Regularly contact the client, in adherence to the company communication policy.
  • Take care of client's needs, set priorities, protocol all interactions.


Service support

  • Dispatch requests to the first level of support or solve them if possible and easily done.
  • Define sprint candidates for change requests and bugs and track their completion.
  • Provide a detailed description of change requests to the Business Analyst.
  • Bill change requests.
  • Contribute to the training documentation and how-tos under supervision of the product manager.
  • Stay up to date with Assetmax functionality.


Mandate lifecycle

  • Support the sales team in the preparation of offers and contracts. Analyze and deliver the cost estimation for the setup project and for contractual change requests.
  • Take over new client relations as soon as the contract has been signed.
  • Support the onboarding and setup process and ensure the signing of the acceptance protocol.
  • Support client offboarding projects.
  • Collect information necessary to bill clients.
  • Maintain customer lifecycle administrative documentation.

Who you are

  • Customer service oriented.
  • Patience, positive attitude and resoluteness.
  • Excellent, polite, professional communication skills.
  • Openness to take responsibility to solve disparate tasks.
  • Ability to work in a team and social skills in dealing with customers.
  • Commercial and business awareness.
  • Knowledge of wealth management business as a plus.

Why join Infront?


Infront/AssetMax is a leading European fintech in the wealth management and trading spaces. Our 3’500+ customers use our solutions to gather information, build knowledge, and derive insight about market direction and investment opportunities to deliver better results for their clients.  

Why Infront/AssetMax? 


Switzerland is one of the most important markets for the financial industry and therefore also for Infront/AssetMax. Our solutions have the perfect market fit and are known as the premium solutions with the highest quality.
With a strong brand in Europe and the power of our Marketing and Presales team in your back, you have everything you need to be successful. Now the only thing we need is you to exploit the great opportunities we have.

Position location

Job location

Switzerland, Zürich


Infront Financial Technology AG (CH)

Handled by

Last name

Zaldumbide Escobio