Atención a Clientes para Fondos de Inversión Sueldo 15,000 Banca Digital
Core
Provide customer support and guidance for investment funds and retirement savings accounts via call center.
Role type
Customer Support Specialist (Investment Funds)
Builds
Customer service interactions for financial accounts
Domain
Financial Services / Investment Funds
Deliverable
client delivery
Required skills
Customer service, account balance inquiries, transaction processing, data validation, Spanish (fluent), verbal communication
Responsibilities
Answer customer inquiries about investment funds and retirement savings, process account balance and transaction requests, assist with authorized partial withdrawals, validate and update customer data, resolve customer doubts and follow up on requests
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