Kundenservice & -betreuung (m/w/d) in der Vermögensverwaltung
Core
First point of contact for clients and deposit banks, coordinating appointments, event management, and administrative support for wealth management operations.
Role type
Customer service and operations specialist in wealth management
Builds
Administrative support for wealth management team and business leadership
Domain
Wealth management / Private banking
Deliverable
dashboards & analysis
Required skills
Commercial or banking education, Microsoft Office proficiency (Excel, PowerPoint, Word, Outlook), project management, independent work, service orientation, discretion
Preferred skills
Motivation to learn the industry quickly, interest in IT and internal processes
Responsibilities
Serve as first contact for clients and deposit banks, coordinate appointments and manage events, create presentation materials, handle daily correspondence with clients and service providers, support back-office and business leadership with operational tasks, take on projects and develop ideas for IT and internal processes