Client Service Associate (m/w/d)
Core
Coordinate customer inquiries and manage administrative tasks to ensure optimal service for clients in the financial sector.
Role type
Client Service Associate
Builds
Administrative support and service delivery for client accounts
Domain
Finance / Wealth Management
Deliverable
client delivery
Required skills
Contract management, document preparation, customer communication, project management, MS Office
Preferred skills
Commercial training or business studies, banking training, English fluency, customer contact experience
Responsibilities
Manage all administrative matters for customers, Independently review and prepare contracts and documents, Serve as a competent contact for contract processing and account opening, Take ownership of project work