Account Manager for Corporate Clients and Estate Processing (full-time or part-time)

Union Investment is known for outstanding asset management expertise and thus one of the leading investment fund companies. As part of the cooperative finance group, we have been offering private individuals and institutional customers sustainable investment solutions since 1956 with the aim of increasing the wealth of our more than five million investors. Our culture is characterized by a high level of performance and partnership. With us all employees bring their own history. It is self-evident for us to create a working environment in which people with different genders, from different age groups, with physical impairments, different sexual orientations, social and cultural backgrounds, ethnic affiliations and religions can be themselves. We appreciate this diversity and create a community to which everyone makes a valuable contribution.

With us in customer service heirs and institutional customers you are contact person*in for heirs, corporate customers, private customers and our intermediaries in the partner banks.

The following tasks await you in this position: You process depot openings, transactions and all concerns about our corporate and private customer business estate depots are managed by you and you stand by the heirs with advice and action After you have been involved, you can work with projects to further develop our processes and products You are the expert for our sales – with all questions about the depot business

Experiences in customer service, ideally with a financial service provider, but also dedicated cross-comers, with completed training are already part of our team Ability to capture and understand complex facts Courage and curiosity to address tricky topics Fun on telephone and written communication and an open-minded personality with heart for customer requests and very good German skills Affinity for new media and procedures We also welcome diverse educational backgrounds and work experiences. We are open to talents whose CV at first glance does not fit 100% with the requirements in our job ad. For this, we offer cross-entryers a full and individual training program to allow them to easily enter.

In addition to our attractive work environment, there are also numerous other benefits and social benefits such as Mobile and flexible work Free Germany Ticket as a Job Ticket Attractive operating restaurants and coffee bars at Frankfurt and Luxembourg locations Granted lunch Free drinks at work Occupational pension Assets Employee conditions within the framework of the cooperative financial association Childcare allowance Various offers on the topics of fitness and health (e.g. Wellpass, Internal Sports and Health Care) Various leasing offers (e.g. bicycle or tech leasing) Further education Modern working environments, including a first-class IT equipment and much more! Benefits may vary according to company and location. JOBV1_EN