Mitarbeiter Anlegerbetreuung und Fondsservice (m/w/d)
Hybrid
Core
Handling inbound inquiries and service requests for long-term existing clients regarding financial documents, funds, and tax forms.
Role type
Customer service representative (inbound)
Builds
Customer service interactions and document processing for an established financial services firm
Domain
Financial services
Deliverable
client delivery
Required skills
German (fluent), customer service, inbound communication, document handling, tax form assistance, digital portal support, data entry, process coordination
Responsibilities
Answering inbound calls and emails, explaining complex information, coordinating client requests, documenting interactions, supporting digital service usage
Seniority
Entry-level to Mid-level