Paraplanner

Location: Buffalo Grove, IL – Fully On-site

Experience Level: Associate to Mid-Senior (3–5 Years Preferred)

Industry: Financial Services

Visa Sponsorship: Not available for this position.

Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner. This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings.

This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.

Key Responsibilities:

About Octopus by RTG

Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.

Key Responsibilities

• Lead and support customer journey mapping exercises for a financial services client.
• Collaborate with senior stakeholders to gather, analyze, and document business and user requirements.
• Translate business needs into clear functional requirements and actionable insights.
• Work closely with CRM and Martech teams to align business objectives with technical capabilities.
• Support workshops, stakeholder interviews, and documentation efforts throughout the engagement.

Requirements

Experience

• 5–7 years of solid, relevant experience as a Business Analyst.

Industry Knowledge

• Strong familiarity with the financial services industry.

Technical Exposure

Mercier Consultancy MD is pleased to announce an exciting opportunity for a German Speaking Support Agent specializing in Logistics. This role requires you to work in Greece, with paid relocation offered to qualified candidates. In this position, you will be a key player in our support team, assisting German-speaking clients with their logistics inquiries and delivering top-notch customer service.

Key Responsibilities

• Provide exceptional support to German-speaking customers through various channels, including phone, email, and chat.
• Assist clients with inquiries related to logistics services, including shipping options, delivery timelines, and tracking.
• Effectively resolve customer complaints and issues to ensure high levels of satisfaction.
• Document all customer interactions accurately in our CRM system for effective tracking and follow-up.
• Collaborate with logistics and operations teams to troubleshoot and escalate issues as needed.
• Stay informed about the latest logistics services, industry trends, and company policies to provide accurate assistance.

Requirements

Mercier Consultancy MD is thrilled to offer an exciting opportunity for Swedish Speaking Customer Service Representatives for an online banking platform, based in beautiful Greece. This role is perfect for individuals who are passionate about the banking industry and dedicated to delivering exceptional customer service. You will assist customers in navigating their banking inquiries and provide support in Swedish.

Key Responsibilities

• Handle customer inquiries related to online banking services, accounts, and transactions via phone, email, and chat in Swedish.
• Provide clear and accurate information regarding account details, banking products, and online services.
• Assist customers with technical issues related to online banking platforms and mobile applications.
• Troubleshoot problems and address customer complaints promptly to ensure a positive customer experience.
• Document all customer interactions and maintain accurate records in the CRM system.
• Collaborate with cross-functional teams to improve service delivery and customer satisfaction.
• Stay informed about banking regulations and product updates to provide relevant assistance to customers.

Requirements

Mercier Consultancy MD is thrilled to offer an exciting opportunity for Polish Speaking Customer Service Representatives for a leading Payment Solutions Provider located in Greece. This role is perfect for individuals eager to work in a vibrant environment while providing support in Polish. As a customer service representative, you will assist clients with their inquiries regarding payment solutions, ensuring a seamless customer experience.

Key Responsibilities

• Respond to customer inquiries about payment solutions, transactions, and technical support via phone, email, and chat in Polish.
• Provide clear and accurate information about products, features, and fee structures.
• Assist customers with troubleshooting issues related to their payment accounts and processing transactions.
• Resolve customer complaints and concerns promptly to ensure high levels of customer satisfaction.
• Document all customer interactions and issues in the CRM system for effective follow-up and record-keeping.
• Collaborate with technical teams to address complex inquiries and enhance service delivery.
• Stay informed of industry trends and updates to provide relevant support to customers.

Requirements

Mercier Consultancy MD is excited to present an excellent opportunity for Polish Speaking Customer Service Representatives for a leading Cloud Services Provider, with the opportunity to work in the beautiful surroundings of Greece. This role is perfect for individuals passionate about technology and customer service, who are eager to assist clients in optimizing their cloud solutions while enjoying a vibrant lifestyle abroad.

Key Responsibilities

• Manage customer inquiries regarding cloud services, solutions, and accounts via phone, email, and chat in Polish.
• Provide detailed assistance on service features, billing inquiries, and account configurations.
• Help customers troubleshoot issues and provide effective solutions to enhance their experience.
• Document customer interactions and resolutions accurately in the CRM system.
• Collaborate with technical teams to ensure timely resolution of customer issues and high-quality service delivery.
• Stay informed about product updates, industry trends, and best practices in cloud solutions to provide relevant support.
• Promote customer education on cloud service benefits and usage guidelines to enhance satisfaction.

Requirements

Mercier Consultancy MD is excited to present an opportunity for Danish Speaking Customer Service Representatives for a leading Cloud Services Provider based in Greece. This role is perfect for individuals who are passionate about technology and committed to providing outstanding customer support. As a representative, you will assist customers in navigating their inquiries related to cloud services, all while communicating effectively in Danish.

Key Responsibilities

• Manage customer inquiries regarding cloud services, subscription plans, and technical support via phone, email, and chat in Danish.
• Provide comprehensive assistance with account setup, configuration, and usage of cloud products.
• Resolve customer issues and complaints swiftly, ensuring high levels of satisfaction.
• Document all customer interactions and maintain accurate records in the CRM system.
• Collaborate with technical teams to provide solutions to customer problems and improve service quality.
• Stay informed about the latest developments in cloud technology and offerings to effectively assist customers.
• Participate in training and continuous improvement initiatives to enhance customer service skills.

Requirements

Mercier Consultancy MD is thrilled to offer an exciting opportunity for Italian Speaking Customer Service Representatives to join a dynamic FinTech company based in Greece. This position is perfect for individuals who are passionate about the financial technology sector and are eager to provide exceptional service. As a customer service representative, you will assist clients with their inquiries and support them in navigating financial products and services in Italian.

Key Responsibilities

• Handle customer inquiries related to financial products, services, and account management via phone, email, and chat in Italian.
• Provide clear and accurate information to customers regarding account setups, transactions, and financial services.
• Assist with troubleshooting account-related issues and guide customers through the resolution process.
• Resolve customer complaints and inquiries with professionalism, aiming for high customer satisfaction.
• Document customer interactions and transactions accurately in the CRM system for tracking and follow-up.
• Collaborate with technical departments to address any issues impacting customer experience.
• Stay informed about industry trends and updates to provide valuable insights to customers.

Requirements

Mercier Consultancy MD is delighted to offer an exciting opportunity for Dutch Speaking Customer Service Representatives for a leading Cloud Services Provider. This position offers a unique chance to work in Greece, providing outstanding customer support while enjoying the beautiful surroundings of this vibrant country. As a member of our customer service team, you will assist clients in navigating their inquiries regarding cloud services and solutions, all communicated effectively in Dutch.

Key Responsibilities

• Handle customer inquiries related to cloud services, technical specifications, and account issues via phone, email, and chat in Dutch.
• Provide detailed information on cloud offerings, pricing, and benefits to prospective and existing customers.
• Assist clients with account setup, troubleshooting, and optimizing their services.
• Resolve technical issues and customer complaints promptly to ensure high levels of customer satisfaction.
• Document all customer interactions accurately in the CRM system for effective management and follow-up.
• Collaborate with technical teams to enhance service delivery and improve customer experience.
• Stay informed about the latest trends in cloud technology to provide relevant assistance to customers.

Requirements

Mercier Consultancy MD is thrilled to announce an exciting opportunity for German Speaking Customer Service Representatives to join a prominent FinTech company based in Greece. This role is perfect for individuals who have a strong interest in financial technology and are dedicated to providing exceptional customer support. You will assist customers in navigating our innovative financial products and services, ensuring a seamless experience in German.

Key Responsibilities

• Respond to customer inquiries related to FinTech solutions, account management, and service features through phone, email, and live chat in German.
• Educate customers on financial services, application processes, and compliance requirements.
• Assist customers with technical support and troubleshooting issues related to our platforms.
• Document customer interactions accurately in our CRM system and follow up on outstanding queries.
• Collaborate with technical and financial teams to ensure timely resolution of queries and complaints.
• Stay up-to-date with FinTech trends and product developments to provide informed guidance to clients.

Requirements