Assistant Manager Technical Client Services (m/w/d) - hybrides Arbeiten (Remote & Präsenz)
Core
Support the team with expertise in investment fund business and customer care, helping to master growing challenges in a changing banking environment.
Role type
Assistant Manager Technical Client Services
Builds
Investment and pension solutions for institutional investors, private customers, and their advisors
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer care, Complaint management, Tax inquiries, Risk reporting, Customer satisfaction surveys, Advisor communication
Preferred skills
Securities or investment fund business experience, Complaint management expertise, Tax law knowledge, Customer correspondence, Asset management, Distribution partner management
Technologies
None stated
Responsibilities
Analyze and provide information on complaints of any kind, Manage complaints (investigate reasons, develop and implement measures to reduce complaints, increase customer satisfaction, optimize processes), Clarify and implement inquiries and complaints in the area of tax questions, Report on risks and potential claims, Conduct surveys on customer recommendation value, Evaluate feedback and exchange with advisors
Seniority
Assistant Manager, hands-on IC