At the end of 2022, Assetmax embarked on an exciting new chapter as it was acquired by Infront, a prominent European wealth-tech company. Infront, with presence in the Nordic countries, the Netherlands, Germany, the United Kingdom, Switzerland, and Italy, brought a wealth of experience and resources to the table. Founded in Norway in the 2000s, Infront has grown to serve thousands of financial professionals, providing cutting-edge technologies for trading, connectivity, data feeds, financial analysis, risk and valuation services, portfolio management, and advisory. This acquisition promised to enhance Assetmax's capabilities and reach, marking a significant milestone in its journey.
With nearly 500 team members representing over 30 nationalities, we are proud to foster a culture of diversity and inclusion. We warmly encourage individuals of all backgrounds—regardless of race, religion, gender, age, or disability—to apply and be part of our team.
As an Office and Sales Support at Infront-Assetmax, you will play a crucial role in both administrative and sales functions. Your responsibilities will include supporting the sales team, creating contracts, and managing client onboarding, with a strong focus on our Swiss entities and client base. Your efforts will also help streamline the administrative tasks for our Swiss sales team and office, ensuring a seamless internal workflow and enhancing the overall customer experience in Switzerland.
Your responsibilities include
- Create and manage contracts for multiple Infront products and maintain central documentation.
- Create and manage invoices.
- Support the Swiss Sales and Account Management teams with various tasks, including customer migrations and addressing complaints or concerns.
- Oversee technical onboarding, changes, and offboarding for multiple Infront products, with a focus on PM and terminals. Extend interfaces for Swiss PM customers.
- Maintain CRM data, including accounts, contacts, and won deals. Perform regular quality checks and data updates.
- Drive process improvements by reviewing and adapting existing procedures to enhance efficiency.
- Preparing correspondence across various areas, including contract delivery, orders, customer requests, and general communication with customers and suppliers. As well as handling incoming customer inquiries via phone, mail, and email.
- Create customer letters for purposes such as price increases and gift sending.
- Open and distribute daily mail, empty mailboxes, scan and forward documents to relevant departments (HR, Finance, Data Management, etc.).
- Order office materials, organize repairs, manage mail postings, and coordinate events and handle deliveries.
- You will work very closely with the local Management team.