Kundenbetreuer(m/w/d) für Bestandskunden - Familienunternehmen - für Quereinsteiger geeignet
On-site
Core
Support existing customers by processing documents, scheduling appointments, planning travel, and handling general customer service at a branch office.
Role type
Customer service representative
Builds
Customer service operations for a financial advisory firm
Domain
Financial services
Deliverable
client delivery
Required skills
Document processing, appointment scheduling, travel planning, customer service, MS Office
Responsibilities
Request and process documents, schedule appointments, plan travel, provide general customer support, assist with daily operational workflows