Associate - Client Services Specialist
vor 2 Monaten
About 360 FIL Fondsbank Germany
We're a leading provider of financial services, dedicated to helping our clients build better financial futures. Our team is passionate about delivering exceptional customer experiences and supporting each other in our mission.
About the Role
As a Client Services Associate, you will play a key role in providing first-line customer care to our clients and advisors. Your primary responsibilities will include:
- Maintaining daily statistics on tax and complaint cases, resolved issues, and backlogs
- Monitoring interim notifications for compliance with complaints principles
- Tracking the progress of complaints processing
- Sending interim notifications to complainants
- Conducting telephone follow-ups with sales partners who participated in our NPS survey
- Adapting and optimizing work instructions and manuals
About You
We're looking for a team player with a high degree of customer and service orientation. Your ideal background includes:
- Completed banking training or studies in finance
- Previous internship experience in the financial services industry
- Advanced or native level of German
- Comfortable with business English
What We Offer
We're committed to supporting your growth and development. Our comprehensive benefits package includes:
- A competitive salary and benefits
- Ongoing training and professional development opportunities
- A flexible work environment that supports work-life balance
Join Our Team
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