Customer Services Assistant Manager FFB
vor 3 Stunden
Title: PI & Advisory Operations Assistant Manager
Department: Personal Investing (PI) & Advisory Operations - Germany
Location: Kronberg, Germany
Reports To: Team Manager Client Data Management and Quality
Level : Assistant Manager
We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our German Customer Operations team and feel like you're part of something bigger.
About your team :
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 department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach).
About your role :
PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax.
This role covers client data management and quality activity. The key activities include:
- Set-up, maintenance and deletion of client information
- Processing of Not In Good Order client information set-up and maintenance requests
- Completion of data cleansing activities to adhere to data accuracy and consistency requirements
- Ensure that quality and productivity standards are adhered to
- Identify inefficiencies and process transformation opportunities to further drive automation and digitization
- Creation of IT change requests (incl. determination of a business case) and support testing and implementation
About you :
You are right for this role if you have the following skills and experience:
- Fluency in both German and English
- Good numeracy and attention to detail with a background in data processing
- Process optimization and continuous improvement knowledge
- Client-centricity
- High level of quality assurance and risk awareness
- Flexibility and collaboration
Please note that advanced/native German skills are a must have.
Feel rewarded :
For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit
For more about our work, our approach to dynamic working and how you could build your future here, visit
Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.
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