Mitarbeiter Marktservice Kundendaten (m/w/d)
Core
Processing inheritance and estate cases, verifying legal compliance, and managing bank accounts for deceased clients.
Role type
Operations specialist for estate and legacy accounts
Builds
Estate settlement workflows and account reconciliations
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Estate case processing, legal compliance verification, account reconciliation, document management, data quality management
Preferred skills
Bank clerk training, analytical skills, accuracy
Technologies
Banking systems, document archiving tools
Responsibilities
Process inheritance and estate cases, perform data entry and control tasks, reconcile bank and operating accounts, digitize and archive documents, support sales teams and internal customers
Seniority
Entry-level to Mid-level, hands-on IC