Chargé de relation clients (F/H)
Core
Client-facing role supporting wealth management advisors by handling inbound calls and chat inquiries to guide prospects and clients through digital subscription processes.
Role type
Client relations specialist (banking/wealth management)
Builds
Digital subscription flows for financial products
Domain
Banking, wealth management, insurance
Deliverable
client delivery
Required skills
inbound call handling, chat support, digital subscription guidance, financial product knowledge, reporting
Preferred skills
knowledge of banking/insurance/real estate products, strong verbal communication, writing skills
Responsibilities
answer inbound phone calls from clients and prospects, respond to chat inquiries, assist advisors in agencies, guide users through digital subscriptions, detect future sales opportunities, report on case management tools