Kundenservice – digitale Börsendienste (m/w/d)
Core
First point of contact for subscribers of digital stock market services regarding the 'Best-of-Trends-System-Investment' (BOTSI®) strategy, handling inquiries via phone and email from initial contact to long-term retention.
Role type
Customer service representative (financial services)
Builds
Digital stock market services and investment products
Domain
Financial services / Stock market
Deliverable
client delivery
Required skills
Customer service, financial market knowledge, CRM system usage, communication (phone/email), process optimization
Preferred skills
Business or finance degree, prior experience in banking or customer service, passion for stock markets
Technologies
MS Office, CRM systems, ticketing systems, AI applications
Responsibilities
Answering customer inquiries about signals, pattern portfolios, subscriptions, and invoices; Explaining the BOTSI® strategy to customers; Collaborating with management to share customer feedback; Updating customer data and subscriptions in the CRM system.
Seniority
Entry-level to Junior
