Job
Core
Serve as the primary point of contact for clients, delivering exceptional service, managing the full client experience, and resolving high-priority issues in the financial services industry.
Role type
Client Service Manager
Builds
Client retention and engagement via telephone and email
Domain
Financial services / Trading and investing platform
Deliverable
client delivery
Required skills
German (business fluency), English (business fluency), financial market knowledge, client relationship management, complex inquiry resolution, AI tool utilization
Preferred skills
Bachelor's degree in Finance or Economics, experience in Account Management or Retention within financial services
Technologies
AI tools for automation and communication
Responsibilities
Proactively engage with clients via telephone and email to discuss financial markets and articulate investment strategies; Act as a brand ambassador by providing expert insights into products and services; Manage the full client experience including education to long-term retention; Resolve high-priority issues and handle complex inquiries.
Seniority
Mid-level, client-facing IC
