20 beste Stellen als financial advisor in genève – aktuell auf Personalsuche

Customer Onboarding Specialist
InvestGlass SA —Genf, GE
- Homeoffice
- CRM-Software
- Microsoft Excel
- Projektmanagement
3 Tage
Direct Advisor
PICTET —Genf, GE
- Microsoft Excel
- Management-Erfahrung
- Englisch
2 Tage
Advisory
ITC WORLDWIDE —Genf, GE
- Bachelor
Direkt bewerben
13 Tage
Financial Controller - F1 Financial Regulations
FEDERATION INTERNATIONALE AUTOMOBILE —Genf, GE
- Management-Erfahrung
- Englisch
- Master
11 Tage
Client Service Specialist - Geneva
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Management-Erfahrung
- Englisch
11 Tage
Financial Controller - F1 Financial Regulations (Geneva - Switzerland)
Fédération Internationale de l'Automobile (FIA) —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Master
9 Tage
Client Service Support Specialist - Geneve
JPMorganChase —Genf, GE
- 100%
- Englisch
- Kommunikationsfähigkeit
10 Tage
Latam Swiss Program Analyst
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Englisch
- Organisationstalent
Investment Advisor (80-100%)
Lombard Odier & Cie —Genf, GE
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
Investment Advisor
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Englisch
- Microsoft Office
- Bachelor
International Wealth Planner
SYZ GROUP —Genf, GE
- Management-Erfahrung
- Marketing
Operations Intern - Private Equity
PICTET —Genf, GE
- Englisch
- Praktikum
2 Tage
Strategy and Transformation Managing Consultant - Enterprise Data and Analytics
Capgemini —Genf, GE
- Management-Erfahrung
- Englisch
- AWS
- Empfehlungsprogramm
4 Tage
Portfolio Manager
Barclays —Genf, GE
- Microsoft Excel
- Management-Erfahrung
- Englisch
9 Tage
Wealth Management, Associate, BDP, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Projektmanagement
- Eltern-/Erziehungsurlaub
Lending Advisor - Vice President
Citi —Genf, GE
- 100%
- Analysefähigkeit
- Bachelor
- Kommunikationsfähigkeit
4 Tage
Director M&A
SITA Switzerland Sarl —Genf, GE
- 100%
- Homeoffice
- Kommunikationsfähigkeit
- Verhandlungsgeschick
- Homeoffice-Möglichkeit
Wealth Management, Associate, PWA, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Eltern-/Erziehungsurlaub
Client Acquisition Director
Ricoh —Genf, GE
- Microsoft Excel
- Management-Erfahrung
- Englisch
12 Tage
Structured Product Engineer
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Microsoft Excel
- Datenanalyse
- Englisch

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Customer Onboarding Specialist

InvestGlass SA
Genf, GE

Jetzt bewerben

Details zur Stelle

vor 3 Tagen

Qualifikationen

CRM-Software
Microsoft Excel
Technischer Support
Projektmanagement
SaaS
Kommunikationsfähigkeit

Vollständige Stellenbeschreibung

Department: Customer Success

Location: Remote / Geneva

About the Role: The first few weeks are critical for any new client, and as a Customer Onboarding Specialist, you will ensure they have a flawless start with InvestGlass. You will guide new clients—ranging from boutique wealth managers to large financial institutions—through the complex setup and configuration process. Your goal is to accelerate their time-to-value, ensuring they fully understand how to leverage our platform to meet their specific business objectives. You will provide tailored training, assist with data migration, answer technical questions, and act as their trusted advisor during the implementation phase. Your success will directly impact client retention and long-term satisfaction.

Key Responsibilities:

Manage the end-to-end onboarding process for new clients, creating customized implementation plans and timelines based on their specific requirements.
Conduct comprehensive training sessions and product demonstrations, educating users on best practices and advanced features of the InvestGlass platform.
Assist clients with data mapping, importing existing client data into the CRM, and configuring initial automation workflows.
Act as the primary point of contact during the onboarding phase, promptly addressing any technical issues or questions that arise.
Gather valuable feedback from new users and collaborate with the product and engineering teams to continuously improve the onboarding experience and product usability.

Requirements:

1 to 3 years of experience in customer success, implementation, technical support, or a related client-facing role in the SaaS industry.
Exceptional communication and presentation skills, with the ability to explain complex technical concepts to both technical and non-technical users.
Strong project management skills, with the ability to handle multiple client implementations simultaneously while meeting strict deadlines.
A deep passion for helping customers succeed and a proactive approach to problem-solving.
Familiarity with CRM systems, data import processes (CSV/Excel), and a general understanding of the financial services industry is a strong plus.

Jetzt bewerben

Erweiterte Suche

financial advisor Jobs in genève

Customer Onboarding Specialist

Direct Advisor

Advisory

Financial Controller - F1 Financial Regulations

Client Service Specialist - Geneva

Financial Controller - F1 Financial Regulations (Geneva - Switzerland)

Client Service Support Specialist - Geneve

Latam Swiss Program Analyst

Investment Advisor (80-100%)

Investment Advisor

International Wealth Planner

Operations Intern - Private Equity

Strategy and Transformation Managing Consultant - Enterprise Data and Analytics

Portfolio Manager

Wealth Management, Associate, BDP, Geneva

Lending Advisor - Vice President

Director M&A

Wealth Management, Associate, PWA, Geneva

Client Acquisition Director

Structured Product Engineer

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financial advisor Jobs in genève

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