Client Support Manager
vor 1 Tag
**About the opportunity**:
**Purpose of the Role**
As a member of the Swiss sales team, the Client Support Manager works in partnership with the sales team to ensure the effective and efficient implementation of the sales & marketing plan. The Client Support Manager is responsible for supporting wholesale clients’ requests and services offered to our Swiss professional clients. The role includes preparing, executing and following up on client queries, sales meetings and client events. It includes taking care of client reporting, but also maintaining and keeping our global CRM system (SalesForce) up to date. It takes on an integral and operational role in collaborating with product positioning, market and competitor intelligence, being the local link with centrally based competitors and fund analysis specialists’ teams.
**Key Responsibilities**
- **Wholesale client support**:
Provide in-office support for distribution/wholesale clients: Responding to client requests, preparing information and data, preparing meeting material, pitch documents, RFPs, including data compliance administration,
- **Client reporting and data provision**:
Prepare and distribute regular and one-off fund and market reports. Ensure that list of regular client reports is up to date. Influence developments on how to improve on line reporting and web as an integrated part of the role.
- **Client database**:
Ensure client database (SalesForce) is kept up to date, support local team members on using the client systems. Managing data consistency for internal sales reporting requirements, including preparing reports.
- **Competitor analysis**:
Function as local link into central representatives, to brief in fund analysis initiatives with appropriate central teams, ensuring ongoing information flow from central team to local market. Support preparation and positioning of specific product initiatives with wholesale/institutional clients.
- **Marketing support**:
Coordinate meeting and speaker requests, help with internal and external activities, coordinate mailings
**Experience and Qualifications Required**:
- Commercial orientation
- Strong analytical and organisational skills
- Interest in the financial area, especially the asset management industry
- Fluent in German and English
- Good knowledge of MS office (Word, PPT, Outlook)
- Good knowledge of Salesforce
- Excellent knowledge in Excel (Macros)
- Client reporting
**About you**:
**About Fidelity International**:
We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.5 million clients - everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.
**What it’s like to work here.**
In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience. With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call ‘dynamic working’, and you’ll find it brings the very best out in you.
**Getting started**
Or, if you’re feeling inspired, start your journey with us right now.
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