Customer Service Agent — Investment & Pension Products (m/f/d)
Hybrid
Core
Handle customer inquiries via phone and writing regarding account opening, investment and pension products, and basic tax issues. (via careerplan.io/jobs/4952241101-customer-service-agent-investment-pension-products-mfd-at-raisin)
Role type
Customer Service Agent (Investment & Pension Products)
Builds
Customer support for Raisin's savings and investment platform
Domain
FinTech / Savings and Investments
Deliverable
client delivery
Required skills
German (C2), English, customer service, multitasking, finance knowledge, IT skills (Google Workplace, Zendesk)
Preferred skills
Dutch (C2), Spanish
Responsibilities
Handle customer inquiries by phone and in writing, address account opening and investment/pension offering questions, resolve basic tax issues, collaborate with support teams and stakeholders
Seniority
Individual Contributor
