Independently and service-oriented handling of customer inquiries by phone, email, and letter
Use of customer-specific IT systems
Advising and supporting customers on all investment and wealth products
Preparing quotations and processing changes to master data
Account reconciliations and dispatching documents
Ensuring customer satisfaction and maintaining customer relationships

Requirements

Strong communication skills and very good German language skills
Strong computer skills
Flexibility and willingness to work shifts
Goal-oriented working with a strong sense of quality and responsibility
High customer and service orientation as well as a strong willingness to learn
Rational and analytical thinking skills
Enjoy working in a team and interacting with customers
Commercial or service-oriented training desirable but not required

Benefits

Option to work from home after the onboarding period
A modern, open-plan working environment with an informal, first-name culture
Free company pension plan
28 days of annual leave plus special leave
Flexible working hours and shift models
Opportunities for development within the company
Regular team events and company celebrations
Employee discounts and sports/fitness/course offers

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills

strong communication skillsflexibilitygoal-orientedcustomer orientationservice orientationwillingness to learnanalytical thinkingteamworkinterpersonal skills

Certifications

commercial trainingservice-oriented training