Meilleurtaux

Financial Services

Chargé(e)derelationclients(F/H)

€32–42k ~AI est. Paris, Ile-de-France, France FULL TIME
The Brief

“Chargé(e) de relation clients (F/H) at Meilleurtaux. Skills: Customer relations, Financial products. Accompany clients and prospects by phone on incoming. Respond to information requests from prospects and clients”

What You'll Achieve.

4.8/5 customer satisfaction in 2024

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Bac + 2 minimum, 2 years experience, Good general level, Good interpersonal skills, Experience with phone and written customer relations, Sense of customer service

Nice to Have

Specialization in banking, insurance, real estate, or commerce, Experience in a banking institution, Experience in insurance/credit/real estate sector, Knowledge of financial products

What You'll Do.

Accompany clients and prospects by phone on incoming

Respond to information requests from prospects and clients

Create synergy with wealth management advisors

Provide technical support until digital subscriptions are finalized

Detect future opportunities

Reporting in the management tool

How You'll Work.

Team & Collaboration

Wealth management advisors

Communication Scope

Written communication; Verbal communication

Free ATS check

Applying for this Chargé(e) de relation clients (F/H) role?

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