Customer Operations Associate
vor 1 Woche
About the Opportunity
**Job Type**: Permanent
Department Description
The German Customer Operations department is part of global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The German department is aiming to deliver an outstanding customer experience and is collaborative working together with Technology, Client Services and Sales (cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access to additional resources and knowledge to continuously improve operational processes and following a digital first approach.
Purpose of the Role
Personal Investing & Advisory Operations - Dealing:
PI & Advisory Operations in Germany consists of different Teams and is organized in key-functions, as Postal
- and Document Management, Client-Onboarding and Client Maintenance, Re-registration and Transfers, Dealing, Ordering, Reconciliation and Distribution as well as customer regulatory reporting and tax. Dealing is one of the core capabilities PI & Advisory Operations is processing for our more than 600k clients. We are receiving dealing instructions from different channels and increasing our efforts for straight through processing. Still dealing constructions need to be processed (partially) manually. The Dealing team provides this services, but also improving the automation of dealing journeys, including the respective payments.
Key Responsibilities
- Processing of dealing and respective payment instructions from clients
- Processing and analyzing of Not-In-Good-Order working items
- Processing quality controls, customer communication
- Collaboration with Client Services
- Documentation of processes by identification of process improvements from an initiation and testing perspective
Experience and Qualifications Required
- Basic Englisch knowledge
- Process and continuous process improvement knowledge
- Client-centricity
- High level of quality assurance and risk awareness
- Motivation and collaboration
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