Client Service Specialist - Frankfurt (all genders)
On-site · Frankfurt am Main, Hesse, Germany
Job Summary
Client Service Specialist in Private Bank based in Frankfurt delivers first-class service to clients by managing daily client transactions and inquiries within deadlines, monitoring cash balances, handling corporate actions, and researching/resolving issues including potential fraud. The role involves identifying cross-sell opportunities, escalating to bankers and product partners, ensuring data quality related to client hierarchy and account alignment, and collaborating with bankers, investors, product specialists, and operations staff to provide timely, professional client service. Requires a Bachelor's degree and fluency in English and German, plus strong relationship-management, communication, and time-management skills, adaptability to a changing technology environment, and a solid understanding of banking and investment products and regulatory considerations.
Required Qualifications
- Minimum of Bachelor's degree or equivalent financial qualifications
- Fluent English and German
- Strong relationship management, communication and time management skills
- Ability to adapt to a rapidly changing business and technology environment
- Solid understanding of banking products and services (deposits, brokerage, custody, investment management, mutual funds, credit) as applicable to region's business segment
- Previous experience in a similar role within financial services or banking
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