Customer Service Representative Private Wealth Management
Vor 3 Tagen
We are seeking a highly organized and detail-oriented Customer Service Representative to join our Private Wealth Management team at DZ PRIVATBANK. As a key member of our team, you will be responsible for providing exceptional customer service and support to our high net worth clients.
Key Responsibilities- Provide administrative support to the Private Wealth Management team, including organization and coordination of tasks and projects.
- Process and manage client accounts, including account openings, transactions, and reporting.
- Assist with client onboarding, including data collection and verification.
- Support the development and implementation of business strategies and initiatives.
- Collaborate with internal teams to ensure seamless execution of client requests.
- Maintain accurate and up-to-date records and reports.
- Bachelor's degree in Business Administration, Finance, or related field.
- Minimum 2 years of experience in a customer-facing role, preferably in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- A chance to work with a leading financial institution and contribute to the success of our clients.
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Munich, Bayern, Deutschland DZ PRIVATBANK VollzeitAbout the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our Private Wealth Management team at DZ PRIVATBANK. As a key member of our team, you will be responsible for providing exceptional customer service and support to our high net worth clients.Key ResponsibilitiesProvide administrative support to the...
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Munich, Bayern, Deutschland DZ PRIVATBANK VollzeitAbout the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our Private Wealth Management team at DZ PRIVATBANK. As a key member of our team, you will be responsible for providing exceptional customer service and support to our high net worth clients.Key ResponsibilitiesProvide administrative support to the...
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