FinecoBankAsset Gathering Customer Service Specialist
Jun. 2015 - Feb. 2016Milan Area, Italy- Operational support and fiscal consultancy for FinecoBank Personal Financial Advisors (equities, bonds, SICAV, insurance).
- With Market Transactions Unit, order transmission on traditional and OTC markets.
- Trainer and Coach of Junior profiles.
Achievements:
- Banking, credit, trading, investing and insurance products knowledge, not only from Fineco side but also looking at external actors who are involved in the supply chain.
- How to interact with Personal Financial Advisors, Company’s sales function. - How to manage the relationship with managers and with colleagues, - Understood the meaning of stressful timeline and how to interact with final customer, what they expect and in which terms from a brand like Fineco.