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Bankkaufmann / Bankkauffrau / Mitarbeiter Client Service AT (m/w/d)

3 months ago

Jackson, United States Flossbach von Storch Invest S.A. Full time

Bankkaufmann / Bankkauffrau / Mitarbeiter Client Service AT (m/w/d)

Über uns

Flossbach von Storch zählt heute zu den größten unabhängigen Vermögensverwaltern in Europa. Mehr als 300 Mitarbeitende betreuen rund 70 Mrd. Euro für private und institutionelle Kunden. Seit Gründung des Unternehmens 1998 steht Flossbach von Storch für erstklassiges Investmentmanagement mit einem fundamental orientierten Analyseansatz. Unser Anspruch ist es, unseren Kunden dabei zu helfen, ihre finanziellen Ziele dauerhaft zu erreichen, damit sie ihr Leben nach den eigenen Vorstellungen gestalten können.

Zur Verstärkung unseres Teams Client Service am

Standort Wien

suchen wir einen Mitarbeiter Client Service (m/w/d), der Lust hat mit vollem Einsatz und Leidenschaft unsere Vertriebspartner zu unterstützen. Ihre Aufgaben

Zentraler

Ansprechpartner (m/w/d) für alle Anliegen der Sales Kollegen

mit regionaler Zuständigkeit Direkte

Beantwortung von Vertriebspartner Anfragen

telefonisch oder per E-Mail Koordination

aller Anfragen und interne Absprache mit den zuständigen Fachbereichen Übernahme aller anfallenden Tätigkeiten rund um den Vertriebspartner ( Kontaktpflege & Datenqualität CRM ) Aufbereitung und Versand von externen

Reportings Durchführung von

E-Mail-Kampagnen

mittels Microsoft Automation Optimierung

der bestehenden

Prozesse Mitarbeit an

Projekt- und Sonderthemen

abseits des Tagesgeschäfts Mitwirkung bei der

Durchführung unserer Veranstaltungsformate

für Vertriebspartner Ihr Profil

Erfahrung:

Berufserfahrung in der Vertriebsunterstützung einer Kapitalverwaltungsgesellschaft, Bank oder Vermögensverwaltung, gerne auch aus dem Private Banking Bereich Kenntnisse:

Kapitalmarktwissen, MS-Office und Erfahrungen im Umgang mit CRM-Systemen Qualifikation:

Ausbildung Bankkaufmann (m/w/d) oder ein vergleichbarer Abschluss mit Investment Hintergrund / Spezialisierung auf den Finanzbereich Sprachen:

Deutsch fließend; gute Englischkenntnisse Unser Client Service Team unterstützt aktuell 10 Mitarbeiter (m/w/d) im Fondsvertrieb für Deutschland und Österreich. Unser Ziel ist es, durch persönlichen & kompetenten Service zu punkten und unsere Vertriebspartner immer wieder neu zu begeistern, um hier eine langfristige Kundenbeziehung zu unserem Haus aufzubauen. Unser Angebot

Erfolgreiches, inhabergeführtes Unternehmen mit schnellen Entscheidungswegen und langfristigem Fokus Möglichkeit, eigene Ideen einzubringen und Verantwortung zu übernehmen Ausgeprägter Team- und Netzwerkgedanke Strukturiertes Onboarding sowie fachliche und methodische Trainings Ihre Bewerbung

Wir freuen uns über das Hochladen Ihrer aussagefähigen Onlinebewerbung, direkt über unsere Karriereseite

Wenn Sie generell Interesse an einer Tätigkeit bei uns haben, folgen Sie uns gerne auf LinkedIn. Dort zeigen wir, wie wir arbeiten und was uns als Arbeitgeber besonders macht sowie weitere aktuelle Jobangebote und Karrieremöglichkeiten.

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