CareerPlan

Client Administration Mitarbeiter (m/w/d)

München, BAYERNFull-time2025-02-13 → 2026-11-11

Core

Handling end-client inquiries, processing complaints and orders, and managing general correspondence for a bank serving independent wealth managers and institutional investors.

Role type

Client Administration Specialist

Builds

Client service operations and order processing for a European fund management company

Domain

Banking / Wealth Management

Deliverable

client delivery

Required skills

Account management, securities handling, data analysis, complaint resolution, mail correspondence

Preferred skills

Bank training, experience with account management and securities

Technologies

None stated

Responsibilities

Answering assigned end-client inquiries, conducting evaluations, archiving and managing general correspondence, processing complaints and orders

Seniority

Entry-level / Specialist