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

Cepres GmbH; München; Vor Ort; EUR 40.000 - 55.000; Vollzeit

Zusammenfassung

Cepres GmbH in Munich is seeking a Client Services Associate to act as the primary contact for clients, ensuring efficient issue resolution and operational excellence.

The ideal candidate will have 2-5 years of experience in client support or SaaS operations, with strong troubleshooting and communication skills. Responsibilities include client support, platform administration, and cross-functional coordination.

Qualifikationen

• 2-5 years experience in client support or service desk roles.
• Strong troubleshooting skills across SaaS platforms.
• Excellent written and verbal communication in English; German is a plus.

Aufgaben

• Act as the first and second-line operational interface for clients.
• Monitor and manage shared service inboxes and triage requests.
• Coordinate client data requests with internal teams.

Kenntnisse

Client support experience

SaaS operations

Troubleshooting skills

Knowledge of ticketing systems

Strong communication skills

Tools

Zoho Desk

Jira

Jobbeschreibung

Germany, England, Turkey | Posted on 06/25/2026

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

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

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

About the role

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)
• Strong English written and verbal communication (client-facing). German would be a plus
• High attention to detail and accuracy
• Ability to manage multiple requests and prioritize effectively
• Collaborative mindset with strong stakeholder coordination skills