Dein persönlicher KI-Karriere-Agent
Client Service Associate(m/w/x)
Managing post-sales client relationships and supporting Relationship Managers for a global investment firm. German and English fluency, plus MS Office proficiency required. Retirement investment and education reimbursement.
Anforderungen
- 3-5 years experience in client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support, or similar fields
- Bachelor's or Master's degree in business, finance, law, economics, accounting, or related field, or equivalent work experience
- Proficiency in German and English, strong oral and written communication
- Strong proficiency with Microsoft Office applications, efficient multi-program management
- Meeting deadlines and working independently on routine client projects
- Interest in financial services/investment industry, commitment to continuous learning
- Self-motivated, ability to recognize when to escalate issues, collaborative teamwork, taking on additional responsibilities
- Ability to evaluate process inefficiencies, identify and implement operational improvements, resolve issues, innovative problem-solving, quick and creative thinking
- Ability to navigate large organization, effective cross-departmental collaboration, coordination skills, project management experience
Aufgaben
- Manage post-sales client relationships
- Support Relationship Managers and clients
- Handle client queries and delegate tasks
- Monitor progress and ensure timely, high-quality responses
- Understand and articulate client needs
- Liaise with internal teams and third-party providers
- Review and improve service performance
- Aim for high client satisfaction survey results
- Collaborate with Relationship Managers and Service Managers
- Ensure seamless client service and clear communication
- Manage client complaints effectively
- Follow internal procedures for complaint resolution
- Coordinate client onboarding and change activities
- Ensure adherence to agreed service processes
- Diagnose complex client service issues
- Identify and resolve service deficiencies
- Work with internal and external teams for timely responses
- Drive continuous service improvement
- Contribute to project initiatives
- Enhance service effectiveness and efficiency
- Apply thought leadership to projects and client relationships
- Lead on projects representing clients and the team
- Resolve operational client issues
- Escalate complex matters to internal partners
- Support senior team members initially
- Take responsibility for assigned clients
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
Benefits
Betriebliche Altersvorsorge
- Retirement investment
Sonstige Vorteile
- Financial future building tools
Sonstige Zulagen
- Education reimbursement
Gesundheits- & Fitnessangebote
- Physical health resources
Mentale Gesundheitsförderung
- Emotional well-being resources
Familienfreundlichkeit
- Family support programs
Workation & Sabbatical
- Flexible Time Off
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Noch nicht perfekt?
- BlackRockVollzeitnur vor OrtBerufserfahrenFrankfurt am Main
- Preqin
Associate, Client Success Manager (German)(m/w/x)
Vollzeitnur vor OrtBerufserfahrenFrankfurt am Main - BVED Bank Vontobel Europe AG
Client Service Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahrenFrankfurt am Main - Nuveen
Senior Client Services Associate(m/w/x)
Vollzeitnur vor OrtSeniorFrankfurt am Main - Barclays Corporate Bank
Relationship Support Manager - Financial Institutions(m/w/x)
Vollzeitnur vor OrtManagementFrankfurt am Main
Client Service Associate(m/w/x)
Managing post-sales client relationships and supporting Relationship Managers for a global investment firm. German and English fluency, plus MS Office proficiency required. Retirement investment and education reimbursement.
Anforderungen
- 3-5 years experience in client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support, or similar fields
- Bachelor's or Master's degree in business, finance, law, economics, accounting, or related field, or equivalent work experience
- Proficiency in German and English, strong oral and written communication
- Strong proficiency with Microsoft Office applications, efficient multi-program management
- Meeting deadlines and working independently on routine client projects
- Interest in financial services/investment industry, commitment to continuous learning
- Self-motivated, ability to recognize when to escalate issues, collaborative teamwork, taking on additional responsibilities
- Ability to evaluate process inefficiencies, identify and implement operational improvements, resolve issues, innovative problem-solving, quick and creative thinking
- Ability to navigate large organization, effective cross-departmental collaboration, coordination skills, project management experience
Aufgaben
- Manage post-sales client relationships
- Support Relationship Managers and clients
- Handle client queries and delegate tasks
- Monitor progress and ensure timely, high-quality responses
- Understand and articulate client needs
- Liaise with internal teams and third-party providers
- Review and improve service performance
- Aim for high client satisfaction survey results
- Collaborate with Relationship Managers and Service Managers
- Ensure seamless client service and clear communication
- Manage client complaints effectively
- Follow internal procedures for complaint resolution
- Coordinate client onboarding and change activities
- Ensure adherence to agreed service processes
- Diagnose complex client service issues
- Identify and resolve service deficiencies
- Work with internal and external teams for timely responses
- Drive continuous service improvement
- Contribute to project initiatives
- Enhance service effectiveness and efficiency
- Apply thought leadership to projects and client relationships
- Lead on projects representing clients and the team
- Resolve operational client issues
- Escalate complex matters to internal partners
- Support senior team members initially
- Take responsibility for assigned clients
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
Benefits
Betriebliche Altersvorsorge
- Retirement investment
Sonstige Vorteile
- Financial future building tools
Sonstige Zulagen
- Education reimbursement
Gesundheits- & Fitnessangebote
- Physical health resources
Mentale Gesundheitsförderung
- Emotional well-being resources
Familienfreundlichkeit
- Family support programs
Workation & Sabbatical
- Flexible Time Off
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
BlackRock
Branche
FinancialServices
Beschreibung
The company helps people experience financial well-being through investments that support the global economy.
Noch nicht perfekt?
- BlackRock
Relationship Manager - Client Service Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenFrankfurt am Main - Preqin
Associate, Client Success Manager (German)(m/w/x)
Vollzeitnur vor OrtBerufserfahrenFrankfurt am Main - BVED Bank Vontobel Europe AG
Client Service Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahrenFrankfurt am Main - Nuveen
Senior Client Services Associate(m/w/x)
Vollzeitnur vor OrtSeniorFrankfurt am Main - Barclays Corporate Bank
Relationship Support Manager - Financial Institutions(m/w/x)
Vollzeitnur vor OrtManagementFrankfurt am Main