Associate / Assistant Manager Client Services Bereavement & Pledges

Fidelity International; Kronberg im Taunus; Vor Ort; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

Fidelity International is seeking an Associate/Assistant Manager to join the Bereavement Team within Client Services in Kronberg, Germany. You will review and evaluate incoming requests related to bereavement, guardianship, garnishments, and other sensitive matters, ensuring structured and efficient processing and close collaboration with clients and internal advisers.

The role involves handling emotionally and legally sensitive cases, participating in projects to optimize workflows, and

Qualifikationen

• Preferably completed banking apprenticeship/training or a degree in finance, business, or a related field.
• Fluent German language skills (professional/business level).
• Experience handling estate/bereavement cases or other sensitive client matters is advantageous.
• Strong commitment to quality assurance and risk awareness.
• Excellent team player with a strong customer and service orientation.

Aufgaben

• Analyze and process incoming requests from heirs, pledge creditors, legal guardians, and clients in a structured manner.
• Review authorization and entitlement documentation for financial transactions.
• Monitor, approve, and instruct outstanding payments.
• Develop, evaluate, and support process improvement initiatives to enhance the customer journey.
• Actively contribute to innovative projects involving new products, processes, and technologies, while continuously improving communication channels and client service delivery.

Kenntnisse

German language

Customer focus

Empathy

Team player

Ausbildung

Banking apprenticeship or finance/business degree

Jobbeschreibung

About the Opportunity

Job Type: Permanent

Application Deadline: 30 October 2026

Job Description Summary Title: Associate / Assistant Manager

Client Services

Bereavement & Pledges

Department: Client Services Bereavement Team

Location: Kronberg, Germany

Reporting To: Senior Manager Client Services

Level: 3/4

We are proud to have helped our clients build a better financial future for over 50 years. How have we achieved this? By working together across the globe and supporting one another. Join our team and become part of something bigger.

About the Team

The German Client Services unit is part of the global Personal Investing and Advisory Client Services organization.

Client Services plays a key role in supporting our clients. The department’s vision is to provide clients and advisers with a seamless, connected experience whenever and however they choose to engage with us.

Our mission is to support clients and advisers with expertise, guidance, and assistance across a wide range of topics while building strong relationships that strengthen trust in our company.

We play an important role in the growth and development of the business by actively promoting our products and services through these interactions.

The way we work is also critical to creating high levels of employee engagement and job satisfaction. One of our goals is to attract, develop, and retain talented individuals to ensure sustainable long-term growth.

Your Role

As part of our Bereavement Team, you will review and evaluate incoming requests related to the team's specialist areas and ensure they are processed in a structured and efficient manner.

You will work closely with clients, their authorized representatives, and internal advisers, supporting them in handling sensitive matters such as:

• Bereavement cases
• Guardianship and legal care cases
• Garnishments and account attachments
• Insolvency proceedings

Managing emotionally and legally sensitive matters requires a high level of empathy, responsibility, and a solid understanding of the relevant legal framework.

In addition to daily case management, you will actively contribute to projects and working groups, helping to optimize processes and workflows while supporting the digitalization and automation of day-to-day operations.

Key Responsibilities

• Analyze and process incoming requests from heirs, pledge creditors, legal guardians, and clients in a structured manner.
• Review authorization and entitlement documentation for financial transactions.
• Monitor, approve, and instruct outstanding payments.
• Develop, evaluate, and support process improvement initiatives to enhance the customer journey.
• Actively contribute to innovative projects involving new products, processes, and technologies, while continuously improving communication channels and client service delivery.

About You

• Preferably completed banking apprenticeship/training or a degree in finance, business, or a related field.
• Fluent German language skills (professional/business level).
• Confidence, strong customer focus, and empathy.
• Experience handling estate/bereavement cases or other sensitive client matters is advantageous.
• Strong commitment to quality assurance and risk awareness.
• Excellent team player with a strong customer and service orientation.

What You Can Expect

We offer a comprehensive benefits package from the start. We care about your well‑being and support your professional development. We are committed to being as flexible as possible regarding where and when you work, helping you achieve a balance that works for everyone. This commitment is part of our effort to ensure you feel motivated by your work and proud to be part of our team.

For more information about our work, our dynamic working approach, and how you can build your future with us, visit: careers.fidelityinternational.com

Equal Opportunities

We are committed to providing equal opportunities to all applicants, regardless of background or identity. We value diversity and strive to create an inclusive environment where everyone can thrive and contribute their unique skills and perspectives.