About the Role

As a Customer Success Manager you will be delivering outstanding service to our Swiss wealth- and asset-management clients.
Your primary responsibility will be to handle business-focused requests such as training, helping clients configure or use Assetmax features, and supporting them in creating reports and solving portfolio-management ensuring their inquiries are addressed promptly and accurately.
You will serve as a trusted point of contact, building strong relationships especially with our largest “A” clients, and regularly following up on their open issues and improvement needs.

While complex technical issues are handled by our specialist teams, your strong understanding of financial services, portfolio management, and customer service will help you assess client needs, direct complex cases appropriately, and ensure smooth end-to-end support.

This role requires a proactive, independent, and solution-focused mindset, a...