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Commercial Support Specialist

vor 2 Monaten


Hamburg, Hamburg, Deutschland Netfonds Gruppe Vollzeit

About Netfonds Gruppe

Netfonds Gruppe is a leading asset management institution, ranking among the top 50 institutions of its kind in Germany. As a process and technology provider, we work closely with external partners (financial advisors) to manage over two billion euros in client funds.

Job Summary

We are seeking a highly motivated and organized Commercial Support Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer support and processing tasks at custodian banks.

Key Responsibilities

  • Be the primary point of contact for customers and financial advisors, assisting with processing tasks at custodian banks
  • Review and process incoming applications and service orders
  • Maintain accurate customer master data in our system
  • Handle returns and coordinate follow-ups with clients
  • Ensure accurate recording of opened accounts in our system
  • Contribute to the development of our 'finfire' financial platform
  • Support colleagues in processing applications and service orders

Requirements

  • Completed commercial training, ideally as a Bank Clerk, with a strong interest in securities trading
  • Previous experience in a bank or financial industry, knowledge of securities trading desirable
  • Interest in a mix of administrative tasks and customer support
  • Team player with a customer-oriented approach
  • Highly motivated, flexible, well-organized, and independent
  • Passionate about digitalization and contributing to it
  • Proficient in MS Office applications and CRM software

What We Offer

  • Open communication culture, short decision-making processes, and a friendly work environment
  • Comprehensive benefits package covering security, support, health, and mobility
  • Various employee benefits including additional vacation days, mobile office option, flexible work hours, and more