Financial Services Representative

Vor 2 Tagen


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

We are seeking a highly motivated and organized individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Coordinate appointments and meetings with clients
  • Respond to client inquiries and resolve issues in a timely and professional manner
  • Process and follow up on client requests and applications
  • Assist in the preparation of client presentations and reports
  • Provide administrative support to the team, including data entry and document management
Requirements
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
  • Strong attention to detail and organizational skills
  • Ability to maintain confidentiality and handle sensitive information
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A flexible and remote-friendly work arrangement


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