Customer Services Assistant Manager FFB

360 FIL Fondsbank Germany; Kronberg im Taunus; Vor Ort; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

A leading financial services firm in Kronberg is seeking a PI & Advisory Operations Assistant Manager. This role involves managing client data, ensuring high-quality service standards, and identifying process improvements. Candidates must be fluent in both German and English with a strong attention to detail. The position offers a comprehensive benefits package and flexible working arrangements.

Leistungen

Comprehensive benefits package

Flexibility in work arrangements

Qualifikationen

• Advanced/native German skills are a must.
• Experience in data processing required.
• Knowledge in continuous improvement desirable.

Aufgaben

• Set-up, maintenance, and deletion of client information.
• Process Not In Good Order client information.
• Ensure quality and productivity standards.
• Identify process improvement opportunities.
• Create IT change requests and support testing.

Kenntnisse

Fluency in both German and English

Good numeracy and attention to detail

Process optimization

Client-centricity

High level of quality assurance

Flexibility and collaboration

Jobbeschreibung

About the Opportunity

Job Type : PermanentApplication Deadline : 30 September 2025

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.