Investor Onboarding Assistant
November 12 Germany
Responsibilities
- Client Support: Guide clients through the onboarding process, helping them with paperwork and account setup.
- Account Management: Assist clients in creating and managing accounts on financial platforms and resolve any issues they may face.
- Transaction Processing: Help facilitate the purchase of various assets for clients, ensuring everything is handled smoothly and accurately.
- Client Communication: Provide regular updates to clients about their accounts and respond to any questions they have.
- Record Keeping: Keep accurate records of transactions and client interactions.
- Team Collaboration: Work with other teams to ensure a smooth onboarding experience for clients.
Qualifications
- Previous experience in customer service, sales, or finance is a plus but not required.
- Strong attention to detail and good organizational skills.
- Good communication skills, both written and spoken.
- Basic computer skills and a willingness to learn new software.
- A positive attitude and a focus on helping clients.
- Ability to work well independently and as part of a team.
Offer
- Training and support to help you succeed.
- A flexible and friendly remote work environment.
- Opportunities for career growth within the company.
- Competitive pay and benefits.
Additional information
If you’re motivated and interested in finance, we’d love to hear from you! Apply now to join us as an Investor Onboarding Assistant and start your career from the comfort of your home.
CommitmentPart-time permanent
Remote work allowedyes
Email to apply
[email protected] apply to this job
Bluone Capital PLC
Website
https://bluone.co.ukContact name
Bella HarrisonContact position
HR ManagerImprint
Registered office address:4 Somerset Way, Iver, Buckinghamshire, England, SL0 9AF