Callcenteragent(m/w/d) für Bestandskunden - Familienunternehmen - für Quereinsteiger geeignet
On-site
Core
Support the customer service team of a financial services firm by handling document requests, scheduling appointments, and planning travel for clients.
Role type
Customer service agent (branch operations)
Builds
Customer service operations and administrative support for a financial advisory firm
Domain
Financial services / Banking
Deliverable
product features
Required skills
Document handling, Appointment scheduling, Travel planning, General customer care, Organizational skills
Preferred skills
MS Office proficiency
Responsibilities
Request and process documents, Schedule appointments, Plan travel, Provide general customer support at the branch, Support daily operational workflows
Seniority
Entry-level / Individual Contributor