Customer Services Representative

vor 2 Wochen

Zurich, Schweiz LHH Vollzeit

Our client, a fast growing, dynamic digital bank is searching for support in their Relationship Management Department. In this fast growing environment you will have the a lot of development opportunities with the right attitude.

**In a Nutshell**
- Efficiently handle customers‘ inquiries such as part requests, onboarding process, customer needs, trading platform issues, IT issues and any complaints, as well as to carry out customer follow-up
- Accurately and timely process requests in CRM databases and internal tools
- Work closely with other teams such as Sales, Compliance and Central File

**Your Tasks and Responsibilities**
- Process and track all service requests into CRM and internal tools
- Log customers‘ complaints timely and accurately
- Execute retention strategies as part of the customer success
- Effectively follow up and resolve service request issues with appropriate level of supervision to assure a customer service of quality. Assist clients on technical issues, trading queries and platform usability. Ensure to deliver a service of quality in all forms of communication
- Quickly become knowledgeable on policies, processes, and procedures, as well as knowledge of our product and pricing models
- Support general administrative functions according to business needs
- Identify ways to provide smooth user-experience for every customer, whenever possible
- Various administrative activities. Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated
- Independent processing of customer complaint and solve customers’ requests
- Work in a diversified team in close cooperation with all the departments at the headquarters.

**Your Profile**
- Apprenticeship in Bank (KV) or completed bank training and 2-5 years of experience in the industry, or financial services sales experience
- Languages: German (mother tongue), English (business fluent), other languages would be a plus but not necessary
- Strong customer service skills, you are service-oriented and enjoy customer contact and have a sense for networking
- Interest in trading and the stock market
- Ability to recognize risks and assess them according to their urgency
- Flexible about working hours
- You are dynamic, willing to learn and stress-resistant
- You have basic mathematical knowledge
- Empathy, resilience and flexibility in dealing with different client needs

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