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Customer Operations Specialist
vor 3 Monaten
About the Opportunity
Job Type: Fixed Term Contractor
Title: Assistant Manager Customer Operations
Department: Personal Investing & Advisory Operations
Location: Germany
Reports To: Team Lead Cash Reconciliation & Distributions
Level: Operational Processing 4
Contract Duration: Fixed Term contract until mid May 2025.
We have a rich history of assisting our clients in building better financial futures. Our success is attributed to our collaborative efforts and mutual support across the globe. Become a part of our Distributions Team and contribute to a larger mission.
About Your Team
You will be part of the Operations unit focused on Personal Investing and Advisory services. This unit is integral to the German business and is closely linked to the Global Operations function. The Distributions Team plays a vital role in delivering key capabilities and is committed to continuous process enhancement.
About Your Role
As a crucial member of our operational framework, you and your team will provide exceptional operational services to our clients. Your contributions will ensure a superior customer experience while upholding ethical standards. In this role, you will:
- Manage distribution processes, including reconciliation and clarification of discrepancies (data entry, booking, database management, filing, verification), tax documentation, and customer communication in collaboration with Client Services.
- Oversee bookings related to distributions.
- Handle advance lump sums.
- Analyze and process Not-In-Good-Order items.
- Enhance control measures.
- Identify opportunities for process improvements from initiation to testing.
About You
Your success in this role will stem from your:
- Fluency in both German and English.
- Proven experience in corporate actions or reconciliation.
- Adaptable approach to work.
- Commitment to maintaining quality and productivity standards.
- Experience in process analysis and optimization.
Feel Rewarded
We offer a comprehensive benefits package that prioritizes your wellbeing and supports your professional development. We strive for flexibility in your work arrangements, ensuring a balance that suits both your needs and the organization's objectives. This is part of our commitment to fostering a motivating work environment where you can thrive.
