Custody account manager for Union Investment (m/f/d)

We are a technology-oriented customer experience company that creates groundbreaking customer experiences for our employees, clients and customers. Our employees around the world work daily to make every customer contact an extraordinary experience. Account Manager (m/w/d) Nuremberg Full time or part time indefinite Power your game-changing career You're looking for a job that suits you and your life? Then this place is just right for you. In this position as a customer manager (m/w/d) in the depot area, you are the first contact person for different customer requests, whether by phone, email or chat. With the following conditions: Start to 15.06.2026 | Full time or part time (from 30 hrs/week) | Location Nuremberg – Hybrid model possible | Service hours: Monday – Friday from 08:00 – 18:00 hrs | Support language: Deutsch | Inbound | unlimited This can be agreed with your everyday life? Perfect! Then we're on it now – keep reading and let us convince you of us as we convince our employees day by day. Awards such as “Global Best Places to Work” are proof of this.

As a customer manager (m/w/d) in the deposit area for Union Investment in our team, you will: Edit customer requests and requests as the first contact person in the investment area and respond to them as needed and situation.

communicate with customers via different channels (e.g. via telephone, mail or chat) to ensure an optimal customer experience.

Sovereign to handle the purchase and sale of existing funds for the customer.

support various topics in the depot and barester area from the beginning to the end and make the final documentation in the customer database. Variety guaranteed!

not only for your job, but also for yourself to learn a lot: What basics do you need to know about the share business?

What are funds and how do fund transactions work?

What do you need to consider in fund management and what kind of tax?

What types of investment are there?

What are Riester systems and what to consider here? (This topic is only trained in the second step.)

How can I convince with positive communication in support?

How do I master difficult conversation situations?

Concentrix fits perfectly with you when you: Very good knowledge of German in word and writing.

A communications talent with service orientation are the customer's linguistically charming and at eye level.

Great interest in investment funds.

The service hours (Monday – Friday from 08:00 – 18:00) can be flexibly covered.

Safe to use the PC.

Ready to work at the Nuremberg site.

You're ready to continue developing.

Ideally, you have: Experience in customer service, as a banking businessman or in financial consulting.

Knowledge in the field of investment funds.

In this position we offer you benefits that support your unique lifestyle: We want to work with you in the long term, which is why we rely on an unlimited employment contract.

Start in full or part-time (from 30 hours/week) with us. The weekends are free and belong to you!

We offer you a hybrid working model: After being incorporated, you can work from home on 2-3 days a week.

Split layers by arrangement so that you can divide your working time flexibly within opening hours.

With up to 30 holiday days, both small and large breaks are possible.

You start with an intensive full-time training carried out by our trainers.

You don't need any experience. We'll help you with a mentor from the very beginning.

In addition, you will receive regular coaching, fresh-ups and setup trainings that are also useful in the private sector.

Your additional financial security through a company pension provision is of course for us.

Get an attractive premium of 600€ for every new employee you're successful.

A wide range of online shopping rebates, especially for Concentrix staff, will save you.

Keep fit – use our sports offerings with a membership in selected gyms that we promote.

We attach great importance to internal training and career opportunities and even worldwide.

Your professional and personal development is important to us – gain free access to LinkedIn Learning.

An open and motivated team is waiting for you to welcome you at Concentrix.

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