Assistenz Vermögensverwaltung (m/w/d) – Vertragsmanagement & Kundenservice
Core
Handling changes such as account transfers, powers of attorney, estates, and condition adjustments; maintaining customer and contract data; and supporting customer service operations.
Role type
Contract management and customer service specialist
Builds
Customer accounts and contracts for private and institutional clients
Domain
Wealth management and financial services
Deliverable
dashboards & analysis
Required skills
Data entry and management, written and telephone communication, MS Office (Excel, Word, PowerPoint), process optimization, administrative coordination
Preferred skills
Experience in banking or financial services, interest in capital markets and finance
Technologies
MS Office (Excel, Word, PowerPoint)
Responsibilities
Process account transfers, powers of attorney, estates, and condition adjustments; Maintain customer and contract data in systems; Communicate with customers, banks, and internal/external partners; Support customer service operations; Prepare customer appointments and create presentations/reports; Coordinate administrative workflows; Collaborate with the order team and other departments; Assist in process optimization and customer event planning
Seniority
Entry-level to Junior
