Client Advisor

vor 3 Wochen


Münster, Nordrhein-Westfalen, Deutschland tecis AG, Jan Zimmermann Vollzeit
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and helping them achieve their long-term goals.

Key Responsibilities
  • Coordinate with clients to understand their financial needs and preferences
  • Process and resolve client service requests in a timely and professional manner
  • Send and track client inquiries and proposals
  • Support the project team in creating presentations and reports
  • Assist clients throughout the financial planning process
  • Perform administrative tasks, including data entry and document management
Requirements
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Knowledge of financial products and services
  • Proficiency in Microsoft Office, particularly PowerPoint, Excel, and Word
  • Strong analytical and problem-solving skills
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A flexible work schedule, including remote work options


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