A Client Service Agent is a person who provides assistance and support to clients, either in person at a physical location or remotely through technology - Citrus Heights, CA, United States - Apex Ventures
Description
Overview:
- Fulltime (100%)
- Location: Citrus Heights, CA
- Start: Immediately
About Us:
We are 21finance.
With our platform solutions and business services, we offer players in the financial market an unparalleled solution for product distribution in Europe.
Both traditional and tokenized capital products are completely digital and compliant, from subscription to delivery.
Our amazing team is also committed to a bold mission: We are the first to develop a trading and settlement system in Germany in accordance with the EU's pilot scheme for distributed ledger technology-based market infrastructures.
Push the boundaries of what is possible and be part of an innovative, state-of-the-art solution for banks, financial intermediaries, issuers, and investors.
Responsibilities:
- Communicate with customers via phone, email, online chat, or social media
- Provide solutions to problems
- Collect, maintain, and monitor customer master data as part of the onboarding process (including KYC/AML checks)
- Analyze, evaluate, and prepare information for audit and reporting purposes (financial institutions, FMA)
Qualifications:
- Possess a work permit for Germany or Austria
- Commercial or technical vocational training
- At least 4 years of experience as an employee of a financial service provider (e.g. bank, insurance), in
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