Conseiller - Gestionnaire H/F - Alternance

About Fortuneo

Each year, Fortuneo fully invests in training young people by offering them concrete opportunities. Joining Fortuneo means benefiting from close support in a digital environment resolutely focused on current environmental issues.

What Being an Apprentice at Fortuneo Means:

• Enjoy the same benefits as all our employees, including an attractive profit-sharing scheme, 75% reimbursement of transport costs, the possibility of working up to 2 days a week, and employer subsidies for the inter-company restaurant or meal vouchers.
• Be supervised by tutors specially trained for this role and dedicated to ensuring your successful integration into your team.
• Join a human-sized company where every voice counts, with the opportunity to actively participate in significant company projects.
• Participate in a dedicated day for apprentices, creating a true community where sharing experiences and collaboration are encouraged.

Your Role Day-to-Day:

We are currently looking for an apprentice Manager - Advisor H/F for a 2-year program. Reporting to the Operations and Clients Department, the apprentice's main mission is to support and retain clients through various channels.

Your Missions:

First Year: Process management tasks related to our entire range of banking and financial products

• Verify the completeness of files and the consistency of information to process client requests (update personal data, subscriptions, account closures, etc.).
• Manage banking operations (transfers, direct debits, check deposits, third-party orders, etc.).
• Carry out operations on other products in the Fortuneo range (life insurance buy-backs, PEA contributions, etc.).

Second Year: Advise and support our clients and prospects remotely

• Respond accurately and effectively to all requests from our clients and prospects by phone or email regarding banking matters.
• Through the quality of telephone reception and the relevance of your responses, you will significantly contribute to the satisfaction and retention of our clients and prospects.

Is this a new area for you? Don't worry, comprehensive training will be provided upon arrival.