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Financial Services Support Specialist
vor 2 Monaten
Sachbearbeiter (d/m/w) ServiceLine DVAG
As a representative for financial advisors of DVAG, you will play a crucial role in providing comprehensive support and information regarding submitted applications. Your responsibilities will encompass assisting with account and portfolio management inquiries, ensuring seamless operations within the financial services sector.
This position is focused on delivering exceptional customer service and technical assistance rather than sales or advisory roles. You will be responsible for addressing a wide range of banking-related questions and collaborating effectively with your team to achieve shared goals.
Key Responsibilities:
- Provide timely and accurate information regarding submitted applications.
- Assist financial advisors with account and portfolio management inquiries.
- Address diverse banking-related questions from clients and colleagues.
- Collaborate effectively within the team to ensure smooth operations.
Ideal Candidate Profile:
We are seeking candidates with proven experience in the financial services industry, coupled with strong IT skills. A service-oriented mindset and a commitment to delivering exceptional customer experiences are essential for success in this role.
