Associate Core Client Services

Posted 5 Days Ago
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Office, Machaze, Manica
Entry level
Software • Financial Services
The Role
In this role, you'll respond to client inquiries, optimize processes, contribute to projects, and ensure efficient use of core applications while providing first-class customer service.
Summary Generated by Built In

About the OpportunityJob Type: Permanent

Application Deadline: 31 May 2025

Title                 Associate Core Client Services

Department      Client Services

Location          Kronberg - Germany

Reports To       Team Manager Core Client Services

Level                3

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 team and feel like you’re part of something bigger.

About your team :

The German Client Services department is part of global Personal Investing and Advisory Client Services structure. Customer expectations are ever growing in demands and the Client Services area is a key player in providing first line customer care. The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our clients and advisers with help, expertise and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business. We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction for our employees helping to retain great talent within the organisation.

About your role :

As part of the team, you will be responsible for answering our clients' and advisors' inquiries in an expeditious and complete manner. You will need to develop an understanding of all key processes within the bank as well as our approach to communication. Our key focus is to provide our clients with a First-Class service, no matter how they interact with us.

Key Responsibilities :

  • Answering inquiries from customers and advisors (by phone or by mail/email)
  • Sending Serial letters for defined customer groups / special topics
  • Optimization of processes and writing of work instructions
  • Contribution to projects
  • Ensuring the use of our core applications through testing

About you :

  • Preferably completed banking training or studies in the field of finance
  • Native or close native level of German
  • Basic English knowledge
  • Client-centricity
  • Motivation and collaboration
  • High level of quality assurance and risk awareness

Gerne können Sie sich hier auch auf deutsch bewerben

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. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills

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The Company
HQ: London
9,919 Employees
On-site Workplace
Year Founded: 1969

What We Do

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

*Data as of 31 March 2021

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