Mitarbeiter (m/w/d) Marktservice Kundendaten
Core
Process inheritance and estate cases from notification to settlement, manage deposit and securities accounts, and reconcile bank and operational accounts.
Role type
Customer data market services specialist (banking)
Builds
Estate settlements, deposit/securities account management, account reconciliations
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Estate case processing, deposit and securities account management, account reconciliation, document digitization and archiving, data quality management
Preferred skills
Customer advisory experience, inheritance case processing experience, knowledge of banking regulations
Technologies
Banking systems, document management systems
Responsibilities
Process inheritance and estate cases from notification to settlement, perform data entry and control tasks in deposit and securities business, reconcile bank, CpD, and operational accounts, digitize and archive documents, act as technical contact for sales and internal customers