Customer Sales Assistant (m/f/d)

Tasks

• Ensuring a smooth flow of client business within the Wealth Management and Investment Services groups
• Handling customer inquiries takes priority
• Independent handling of customer inquiries (including, for example, portfolio contacts and group leaders)
• Administrative support for customer service representatives/guest relations
• Processing of customer documents
• Editing Customer-Specific Standard Transactions
• Monitoring and follow-up on regulatory issues
• General correspondence with customers

Requirements

• Successfully completed banking training or comparable commercial training, relevant further training in finance is an advantage
• Several years of professional experience in a similar role
• Quick comprehension paired with strong analytical skills
• Customer focus, initiative, organizational skills, a sense of responsibility, a strong work ethic, and the ability to work efficiently

We offer

• Company pension scheme
• 34.5 days of vacation per year