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Customer Success Manager – Wealth Tech

vwd Vereinigte Wirtschaftsdienste GmbH

Zürich · On-site 2d ago
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About the role

About

A leading wealth-tech company is seeking a Customer Success Manager based in Zurich or Lugano. In this role, you will deliver exceptional service to Swiss wealth and asset management clients, handling their requests with professionalism.

Responsibilities

  • Building strong client relationships and ensuring their inquiries are resolved efficiently.

Requirements

  • Bachelor’s in Finance, Business, or IT
  • Excellent communication skills, particularly in English
  • Familiarity with portfolio management systems is a plus

Location

  • Zurich or Lugano

Reference

#J-18808-Ljbffr

Requirements

  • Excellent communication skills, particularly in English.

Responsibilities

  • Deliver exceptional service to Swiss wealth and asset management clients.
  • Handle client requests with professionalism.
  • Build strong client relationships.
  • Ensure client inquiries are resolved efficiently.

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