Kundenberater (all genders) – Finanzen & Versicherung
Hybrid
Core
First point of contact for employees of clients on topics like financial wellbeing, insurance, and pension planning.
Role type
Customer advisor (finance & insurance)
Builds
Customer support and financial advice services
Domain
Finance & Insurance
Deliverable
client delivery
Required skills
Financial advisory, customer service, complex topic explanation, digital tools proficiency, CRM systems
Responsibilities
Advise clients on financial wellbeing, insurance, and pension planning; handle customer inquiries across phone, email, and digital channels; implement solutions for client requests; contribute to service and process development