Backoffice Client Relations Specialist
vor 4 Wochen
Backoffice Client Relations Specialist (m/w/d)
Position: Festanstellung, Voll- oder Teilzeit
Unternehmen: DJE Kapital AG
DJE Kapital AG zählt zu den führenden bankenunabhängigen Anbietern im Bereich der Vermögensverwaltung und Fondsmanagement im deutschsprachigen Raum. Seit unserer Gründung haben wir uns als vertrauenswürdiger Partner für private und institutionelle Kunden etabliert und beschäftigen an mehreren Standorten ein engagiertes Team von Fachleuten.
- Unterstützung des Vertriebsteams bei sämtlichen administrativen und organisatorischen Tätigkeiten sowie in der Vorbereitung und Nachbereitung von Kundenterminen.
- Bearbeitung und Beantwortung von Kundenanfragen sowohl schriftlich als auch telefonisch.
- Erstellung und Aufbereitung von Präsentationen für die Vertriebsmitarbeiter und Partner.
- Interne Koordination mit Fachabteilungen (z.B. Research, Fondsmanagement) zur Erstellung von relevanten Vertriebsunterlagen.
- Organisation von Vertriebsaktivitäten, einschließlich Mailings, Events und Webkonferenzen.
- Mitwirkung bei der Planung und Durchführung von Veranstaltungen in Zusammenarbeit mit den Bereichen Kommunikation und Marketing.
- Pflege und Weiterentwicklung des Datenbestands im CRM-System.
- Erstellung und kontinuierliche Erweiterung von umfassenden Wettbewerbsanalysen.
- Abgeschlossene Ausbildung als Investmentfonds- oder Bankkauffrau/-mann oder ein entsprechendes Studium.
- Mindestens zwei Jahre Erfahrung in der Vertriebsunterstützung, Kundenberatung oder im Kundenservice im Bereich Investmentfondsvertrieb.
- Fundierte Kenntnisse der Finanzprodukte und Kapitalmärkte.
- Ausgeprägte Kommunikationsfähigkeiten und ein hohes Qualitätsbewusstsein sowie eine serviceorientierte, selbstständige, strukturierte und teamorientierte Arbeitsweise.
- Sichere Kenntnisse im Umgang mit dem MS-Office-Paket, insbesondere Excel und PowerPoint.
- Hohe Affinität zu digitalen Medien, modernem Service und zielgruppengerechter Kundenkommunikation.
- Sehr gute Deutsch- und gute Englischkenntnisse.
- Umfassende Einarbeitung, regelmäßige Mitarbeitergespräche und zahlreiche Weiterbildungs- sowie Entwicklungsmöglichkeiten.
- Attraktive Vergütung und Benefits, einschließlich eines Gehaltspakets mit Erfolgsbeteiligung, betrieblicher Altersvorsorge und Mitarbeiterangeboten.
- Ein positives Teamumfeld, in dem Ehrlichkeit, Verlässlichkeit und Kommunikation auf Augenhöhe gefördert werden.
- Eine Hands-On-Mentalität, die Freude und Motivation am Mitgestalten betont.
- Flache Hierarchien und kurze Entscheidungswege, die Handlungsfähigkeit ermöglichen.
- Flexible Arbeitszeiten und die Möglichkeit zum mobilen Arbeiten, um eine ausgewogene Work-Life-Balance zu gewährleisten.
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