Offering Manager & Client Administrator
Core
Secure customer operational stability and improve service level satisfaction by supporting the Sales team with offers, billing, and client administration.
Role type
Senior client operations and billing administrator
Builds
Client-facing administrative support, accurate invoicing, and financial reporting for wealth management clients
Domain
Financial services / Wealth management technology
Deliverable
dashboards & analysis
Required skills
Client relationship management, offer preparation and processing, financial and billing administration, invoicing coordination, data integrity and reporting, team onboarding support, Microsoft Office (Excel, Word, PowerPoint)
Preferred skills
Multitasking in fast-paced environments, handling complex situations with composure, organizational skills, workload management
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint)
Responsibilities
Support the Sales team in preparing and processing offers; Act as the main point of contact for clients and Account Managers on financial and billing matters; Maintain accurate records of clients' annual recurring fees and ensure timely invoicing; Coordinate client and partner invoicing activities with Finance and Accounts Receivable teams; Assist in preparing presentations, documentation, and client meetings; Ensure accuracy of data within management reporting systems; Support the Team Lead with onboarding and training of new members
Seniority
Mid-level, hands-on IC