Assistenz Vermögensverwaltung (m/w/d) – Vertragsmanagement & Kundenservice
Core
Managing portfolio transfers, powers of attorney, and concessions; maintaining customer and contract data; handling customer correspondence and administrative coordination.
Role type
Contract management and customer service specialist
Builds
Customer service operations and administrative workflows
Domain
Banking and wealth management
Deliverable
dashboards & analysis
Required skills
Portfolio transfer processing, contract data management, customer correspondence, MS Office (Excel, Word, PowerPoint), process optimization, event coordination
Preferred skills
Experience in banking or financial services, interest in capital markets
Technologies
MS Office (Excel, Word, PowerPoint)
Responsibilities
Process portfolio transfers and concessions, Maintain customer and contract data in systems, Handle written and phone correspondence with customers and partners, Support daily customer service operations, Prepare customer meetings and create presentations/reports, Coordinate administrative workflows, Collaborate with the order team and other departments, Participate in process optimization, Assist in planning and executing customer events
Seniority
Entry-level to Junior (via careerplan.io/jobs/2709668-assistenz-vermogensverwaltung-mwd-vertragsmanagement-kundenservice-at-dje-kapital-ag)
