Werkstudent (m/w/d) Kundenpflege und -kommunikation
Core
Support financial advisors by scheduling client consultation appointments and maintaining accurate customer data.
Role type
Student assistant (customer care and communication)
Builds
Appointment scheduling and data management for financial advisory services
Domain
Financial services / Insurance
Deliverable
dashboards & analysis
Required skills
Telephone communication, written and verbal communication, Microsoft Office (Word, PowerPoint, Excel), knowledge database usage, customer management software usage
Responsibilities
Schedule telephone consultation appointments for financial advisors, update and secure relevant customer information, find solutions using knowledge databases and customer management programs