Customer Service Agent — Investment & Pension Products (m/f/d)

Raisin SE; Berlin; Hybrid; EUR 40,000 - 52,000; Full time

Benefits offered by this job

Development budget

Four training days per year

Flexible working hours

Home office

30 vacation days

Company pension scheme (20% contrib)

Urban Sports Club membership

Deutschland Ticket subsidy

JobRad bike leasing

Snacks & fresh fruit

Job summary

Raisin SE is seeking a customer service professional to be the primary contact for our customers on Investment and Pension products. You will handle inquiries in German and English by phone and email, and work closely with colleagues from multiple Raisin departments.

You should have strong communication skills, a passion for finance, and be able to manage several tasks under pressure while prioritizing effectively. Office presence required at Berlin or Hamburg at least twice a week.

Qualifications

• German language at C2 level, written and spoken.
• Good command of English and customer service experience is desirable.
• Able to multitask under pressure and set priorities.
• Interest in finance/capital markets and willingness to learn.

Responsibilities

• Become expert for Investment and Pension products and be customers' contact.
• Handle inquiries by phone and writing in German and English.
• Collaborate with colleagues from Customer Service and other Raisin departments.
• Provide friendly, open service to drive customer enthusiasm.
• Handle inquiries regarding account opening, investment and pension offerings, and basic tax issues.
• Contribute to a positive customer experience on Raisin platform.

Skills

German language (C2)

English proficiency

Strong communication

Customer service experience

multitasking under pressure

Interest in finance and capital market

Willing to learn

Office presence Berlin/Hamburg

IT skills: Google Workspace

Tools

Zendesk

Google Workspace

Job description

Introduction

Raisin is the world's leading platform for savings and investment products. Founded in 2012, the FinTech connects consumers with banks in the EU, the UK and the US. This gives consumers better interest rates and banks a diversified form of refinancing. Our vision is to offer savings and investments without barriers and thus open up the global 160 trillion euro market.

Raisin currently employs more than 800 people from over 75 countries worldwide. Today, the platform holds over 80 billion euros in assets from more than one million investors which have accrued over 5 billion euros in returns.

Your Responsibilities

• Quickly become an expert for our Investment and Pension products and processes, you are the contact person for our customers.
• With your communication skills, you independently handle customer inquiries by phone and in writing, in German as well as in English.
• You work closely with other colleagues from our Customer Service support teams and other Raisin departments and stakeholders.
• You inspire with your friendly and open manner and our customers feel in good hands with you, which contributes to customer enthusiasm.
• You professionally handle inquiries regarding the account opening, the investment and pension offering up to basic tax issues.
• You contribute to making the use of our platform a positive customer experience.

Your Profile

• You speak German or Dutch at C2 level, both written and spoken and have a good command of English.
• Professional experience in customer service is desirable, regardless of industry.
• Strong communicators who want to help customers via telephone with words and deeds are also welcome.
• You enjoy dealing with people, you are able to handle several tasks simultaneously under pressure while setting appropriate priorities.
• You are interested in complex topics and in modern finance and capital markets.
• You are eager to learn and keep yourself updated on the latest developments and changes in processes.
• You are located in Berlin or Hamburg, ready to work from the office minimum twice a week.
• You have high expectations of your work and maintain an overview even in hectic times.
• You have good IT skills (especially Google Workplace, Zendesk).
• Additional language skills, such as Spanish are not required, but a big plus.

We offer

Join our mission, join our team -- and grow with us!

At Raisin, we care about each other and it is one of our top priorities to foster an open and caring environment in which everyone feels welcome and comfortable. Our culture is strongly driven by our ambitious team, which connects more than 75 different nationalities.

As part of our team, you will benefit from:

• Employee Development Budget of €2,000 and four full training days per year.
• Flexible working hours, home office and 30 vacation days.
• A company pension scheme (Betriebliche Altersvorsorge), which we support with 20%.
• Enjoy more than 50+ different sports with Urban Sports Club: We subsidize your membership with more than €20 per month.
• Do you miss being in the office? The Deutschland Ticket gets you there, which we subsidize with €25 per month.
• Love cycling? With JobRad, lease the bike of your choice and enjoy tax savings, plus Raisin covers your monthly insurance costs.
• Hungry all the time? Snacks, daily fresh fruit as well as drinks provided at the office.

Raisin Applicant Privacy Policy

We value diversity and the unique experiences each individual brings. If you're excited about this role but don't meet every requirement, we still encourage you to apply.

We are an equal opportunity employer and are committed to creating an inclusive environment for everyone, regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.