Kundenbetreuer / Sachbearbeiter (m/w/d) – Finanzdienstleistungen
Hybrid
Core
Administrative and customer support role handling inquiries, contract processing, and data management for financial services.
Role type
Customer service and administrative assistant (finance)
Builds
Customer service interactions and administrative support for financial advisors
Domain
Financial services and insurance
Deliverable
client delivery
Required skills
Customer service, contract processing, data administration, system management, telephone communication, email communication, computer proficiency
Responsibilities
Support customer service and appointment scheduling, Process customer inquiries and contracts, Manage customer data and system maintenance, Prepare consultation appointments, Communicate with customers via phone and email