Kundenservice (m/w/d) Finanzen - hybrides Arbeiten (Remote & Präsenz)
Hybrid
Core
Handling customer inquiries via phone and written communication, managing a specific customer portfolio, and monitoring transaction data for a securities trading client.
Role type
Customer Service Representative (Financial Services)
Builds
Customer support and relationship management for a securities trading firm
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Written and telephone communication, customer relationship management, transaction data monitoring, documentation in internal IT systems
Preferred skills
Securities trading knowledge, stock market knowledge, tax law knowledge
Responsibilities
Answering customer inquiries, managing assigned customer portfolio, verifying and monitoring transaction data, documenting customer contacts