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
- 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
SQ1
Top Skills
What We Do
We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs.
Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.
Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC.
