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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.
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 :
About you :
You are right for this role if you have the following skills and experience :
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.