Client Services Associate (Fintech SaaS, Private Equity) (f/m/x)

Zohorecruit; Deutschland; On-site; EUR 45,000 - 65,000; Full time

Job summary

CEPRES is seeking a Client Services Associate to support clients in the successful operation of our solution. You will serve as the first and second line interface between clients and internal teams, ensuring timely issue resolution and accurate data handling.

The role requires strong English communication, familiarity with SaaS platforms, and experience with ticketing systems like Zoho Desk and Jira. German language skills would be a plus in our Munich-based team.

Qualifications

• 2–5 years in client support or SaaS operations.
• Experience handling enterprise client requests and ticketing workflows.

Responsibilities

• Monitor and manage shared service inboxes, triaging requests and resolving L1/L2 issues.
• Provide timely responses to client inquiries with clear communication.
• Handle user access management and platform configuration tasks.
• Investigate and troubleshoot platform issues and escalate complex cases.
• Coordinate data requests with internal teams and external stakeholders.
• Track deliveries and ensure deadlines and dependencies are managed.

Skills

Strong English

German (plus)

Communication skills

Stakeholder coordination

Tools

Zoho Desk

Jira

Job description

Germany, England, Turkey

CEPRES is the leading and fastestgrowing digital platform for private capital markets, the fastest growinginstitutional asset class of sovereign wealth funds, insurers, pensions,endowments and more. This global institutional client base benefits from ourunique and award-winning investment data & solutions connecting 1,000s ofmarket professionals via the CEPRES secure investment data network.

CEPRES is headquartered in Munichwith offices in New York, Denver and London. Our team is incredibly diverse andentrepreneurial with over 20 nationalities. We value smart and innovativepeople who work effectively in a team environment and think strategically,whilst solving day-to-day challenges.

Withmajor expansion to our client base and use cases, we are seeking a Client Services Associate to support our clients in the successful operations ofour solution.

About Therole

The role acts as a first and second-line operational interface between clients and internal teams, ensuring:

• Timely issue resolution
  
• Accurate data and user administration
  
• Efficient coordination across Product, Data Delivery, and Engineering

This position sits at the core of the support function, supporting operational excellence, service reliability, and client satisfaction.

Key Responsibilities

1. Client Support & Service Desk Operations (Primary Focus)

• Monitor and manage shared service inboxes triaging incoming requests and resolving L1/L2 issues efficiently
  
• Provide timely responses to client inquiries, ensuring clear communication and follow-ups
  
• Handle user and access management tasks (user creation, RBAC updates, permission changes)
  
• Investigate and troubleshoot platform issues (e.g., missing users, access errors, configuration issues)
  
• Escalate complex or technical issues to appropriate internal teams (Engineering, L3 support)
  
• Support live chat channels and real-time client interactions
  
• Coordinate client data requests (e.g., fund, deal, or operational data) with internal teams and external stakeholders
  
• Track deliveries and ensure deadlines are met, including managing external dependencies
  
• Support onboarding activities, including template sharing and data readiness checks
  
• Assist with data preparation, validation, and reporting activities

2. Platform & CRM Administration

• Maintain and update Platform & CRM systems (leads, users, pipeline, activity records) in line with defined processes
  
• Perform system configuration and administrative tasks related to user setup and platform usage
  
• In collaboration with relevant SMEs, own the internal Platform Administration tool from the working business perspective
  
• Monitor system notifications (registrations, reports, alerts) and trigger follow-up actions where relevant

3. Cross-Functional Coordination

• Act as the Incident Manager, the operational bridge between: (Client Service,Data Delivery,Product & Engineering, Sales / PreSales)
• Ensure requests are routed correctly and resolved within expected service levels
  
• Support internal stakeholders with reporting, investigation, and issue resolution
• Maintain accurate records of tickets, actions, and resolutions
  
• Contribute to knowledge base articles, FAQs, and internal documentation
• Identify recurring issues and propose improvements to reduce ticket volume
  
• Support adherence to defined service processes and compliance standards (e.g., ISO expectations)
  

Requirements

• 2–5 years in client support, SaaS operations, or service desk roles
  
• Experience handling enterprise client requests and ticketing workflows
  
• Strong troubleshooting skills across SaaS platforms and user access management
  
• Familiarity with ticketing systems (e.g., Zoho Desk, Jira) and CRM tools
  
• Experience with data handling, reporting, or platform configuration is a plus
  
• Exposure to financial services, private equity, or data-driven platforms (preferred)
  
• StrongEnglishwritten and verbal communication (client-facing). Germanwould be a plus
  
• High attention to detail and accuracy
  
• Ability to manage multiple requests and prioritize effectively
  
• Collaborative mindset with strong stakeholder coordination skills
  
• Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
  
• Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture.
  
• Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace
  
• Compensationof attractive package that reflects your skills, contributions, and growth potential.