Customer Service Manager (m / f / d) - Investment Management

IDS GmbH - Analysis and Reporting Servic; München; Vor Ort; EUR 60.000 - 75.000; Vollzeit

Zusammenfassung

A leading data management company in Munich is seeking a Customer Service Manager to enhance client relationships in investment management. The ideal candidate will have a university degree in economics or business administration and a strong background in data analysis, particularly with SQL. Responsibilities include managing client requests, service level agreements, and identifying process improvements. We offer flexible working hours, a home office arrangement, and numerous employee benefits.

Leistungen

Flexible working hours

Home office arrangement

30 vacation days per year

Training and development opportunities

Annual bonus payments

Health initiatives

Company pension plan

Qualifikationen

• University degree in economics, business administration, mathematics or equivalent.
• Work experience in the insurance or financial industry is a plus.
• High data affinity and experience in data analysis.

Aufgaben

• Serve as key contact for investment management clients.
• Analyze client requests related to financial data.
• Manage client service level agreements and budgets.

Kenntnisse

Customer orientation

Data analysis

Strong analytical approach

Verbal communication

Ausbildung

University degree in economics or business administration

Tools

SQL

Jobbeschreibung

Customer Service Manager (m / f / d) - Investment Management

IDS GmbH - Analysis and Reporting Services (IDS) unlocks the value of data for the global investment industry : We validate, refine, and link data from a wide variety of sources and make it available for mission-critical processes along all investment strategies and products quickly, worldwide, and at any time. Fund management companies, insurance companies, banks and pension funds can use IDS to access a flexibly scalable data platform as well as all necessary analyses and reports in the desired format. As a 100% subsidiary of Allianz SE, IDS has stood for stability, reliability and certified security in the handling of its customers' data since 2001.

85449 | Asset & Investment Management | Professional | n.a. | IDS | Full-Time | Permanent

JOB PURPOSE / ROLE

As a Customer Service Manager (m / f / d) – Investment Management AIM Global you are part of a diverse service management and business analyst team that aims to provide the best services for our international clients. You play a key role in the client relationship management, mainly the analysis of financial data requests including the management of service deliveries, service improvements and service performance. Apart from that you will be involved in various projects as face to the customer.

If you are enthusiastic about data, then you are exactly right with us. You can expect an international environment with flat hierarchies giving you the freedom to contribute your ideas and experience. To support your start at IDS GmbH, we offer an extensive onboarding program.

KEY RESPONSIBILITIES

• Operate as the key contact for assigned (mainly Allianz internal) investment management clients.
• Analysis of diverse client requests mainly related to financial, investment data and internal processes.
• Manage client service level agreements (SLA) and budgets.
• Develop and maintain long-term relationships with clients.
• Alignment with clients, team members as well as IDS operating and project teams.
• Collect and develop specific knowledge to become a subject matter expert.
• Proactively identify process improvements and work with experts from other departments to ensure the continuous improvement of our services.
• Member of various projects and interface between business and technical requirements.

KEY REQUIREMENTS / SKILLS / EXPERIENCE

• University degree in economics, business administration, mathematics and / or equivalent experience in finance.
• Work experience in the insurance or financial industry (e.g. Accounting, Risk, regulatory requirements, Solvency II) is a plus.
• Good capital markets, finance and asset / investment management knowledge.
• High data affinity and experience in data analysis, preferably with relational databases (SQL, PL / SQL).
• Strong service attitude and customer orientation.
• Strong analytical approach and the ability to take initiative and to complete multiple tasks within tight deadlines.
• Strong verbal and written communication skills.
• High degree of analytical thinking, motivation, autonomy and an above-average willingness to perform.
• Very Good English, German is a plus.

WHAT WE OFFER

• Benefit from flexible working hours, a home office arrangement and 30 vacation days per year.
• With us, you can expect an intercultural environment with flat hierarchies, a familiar working atmosphere as well as independent work in dedicated teams.
• Become part of a company with start-up spirit that combines the advantages of the Allianz Group.
• Take advantage of our wide range of training and development opportunities and shape your individual career path.
• Benefit, among other things, from annual bonus payments, additional benefits, health initiatives, employee restaurant and a company pension plan.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Great to have you on board. Let's care for tomorrow.