CareerPlan

Client Servicing & Sales Support 100% (w/m/d)

LausanneFull-time2026-10-29 → 2026-10-30
Hybrid

Core

Supporting Client Relationship Managers with client inquiries, onboarding, reporting, and coordination of cross-functional projects.

Role type

Client Servicing & Sales Support

Builds

Client onboarding, reporting, and market analysis support for real estate and infrastructure clients.

Domain

Real Estate & Infrastructure Finance

Deliverable

dashboards & analysis

Required skills

Client relationship management, reporting, project coordination, presentation support, market analysis, CRM usage, MS Office (Excel), database management

Preferred skills

Experience in financial environment, Salesforce proficiency

Technologies

Salesforce, MS Office, Databases

Responsibilities

Handling client inquiries (RfPs, RfIs), client onboarding, internal coordination for cross-functional projects, preparing presentations and market analyses, scheduling client meetings, collaborating with Investment, Marketing & Operations teams