Ejecutivo de Atención para Clientes Patrimoniales Sueldo 15,000 Banca Digital
Core
Provide customer support and guidance on investment funds and retirement savings accounts, including balance inquiries, transaction tracking, and authorized withdrawal assistance.
Role type
Customer service executive (wealth management)
Builds
Customer service interactions for financial accounts
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Customer service, balance inquiry, transaction tracking, authorized withdrawal processing, data validation, verbal communication
Responsibilities
Answer customer inquiries about investment and retirement accounts, process balance and transaction requests, assist with authorized withdrawals, validate and update customer data, provide ongoing support during account processes