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Union Investment | Germany | Senningerberg | Permanent position | Part time - flexible / Full time / Home office | Published since: 15.04.2025 on stepstone.de

Customer Service Employee Erben (full-time or part-time)

Branch: Insurance and financial ser... Branch: Insurance and financial services


As one of the major European platforms for investment funds, Attrax Financial Services S.A. is a reliable partner of the cooperative finance group Volksbanken Raiffeisenbanken in Germany and other professional financial service providers - such as banks, investment companies and insurance companies. The company offers its institutional customers innovative business-to-business services for fundbrokerage and fund storage, customer-oriented solutions in the fields of fund administration back and middle office as well as depot services. In addition, the business model also includes the central activity of the Transfer Agent for the Union Investment Group’s corporate management companies. Professional research services and information systems complete the range of services. JOBV1_EN

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Your tasks • Your profile • What we offer

As one of the major European platforms for investment funds, Attrax Financial Services S.A. is a reliable partner of the cooperative finance group Volksbanken Raiffeisenbanken in Germany and other professional financial service providers - such as banks, investment companies and insurance companies. The company offers its institutional customers innovative business-to-business services for fundbrokerage and fund storage, customer-oriented solutions in the fields of fund administration back and middle office as well as depot services. In addition, the business model also includes the central activity of the Transfer Agent for the Union Investment Group’s corporate management companies. Professional research services and information systems complete the range of services.

We are not an ordinary customer service – our customers, partner banks and, above all, you are in the first place. Do you want to take responsibility for the independent and reliable handling and care of estate deposits? Then we'll get you back. Your duties include: Examination of incoming subscriptions (such as wills, certificates) Examination of incoming legitimation documents and instructions of the heirs Timely and correct processing of incoming orders Handling of correspondence and telephone calls with customers and consultants in clarifications and requests Answering the telephone and written requests from customers, mediators and authorities As a competent contact person, you remain motivated and efficient in stress situations You always seek and find a solution and bring impulses to improve our processes and work results sustainably.

You're good at us when you bring openness to solving complex tasks. Be part of a modern and future-oriented customer service if you meet the following requirements: Training in the (bank) commercial sector or as lawyer and notary staff Insufficient professional experience in customer care and in the field of estate Stylish German with excellent expression A quick conception, strong team skills, a high level of service and quality awareness as well as the ability to interpret conversation content correctly complement your profile Good knowledge of English 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. We offer the appropriate framework conditions to fully develop your individual potential.

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

Company location

Location

ava Union Investment
Senningerberg
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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