Kundenbetreuer Finanzdienstleistungen (m/w/d)
Hybrid
Core
First point of contact for applicants and customers via phone and written inquiries, coordinating customer issues and ensuring high service quality.
Role type
Customer Service Representative (Financial Services)
Builds
Customer experience and service quality for a digital wealth management firm
Domain
Financial Services / Fintech
Deliverable
client delivery
Required skills
Customer service, phone communication, written communication, CRM system usage, administrative process support, data management
Preferred skills
Experience in banking, insurance, or financial services, negotiation skills, English language skills, digital application proficiency