Customer Operations Associate / Assistant Manager

About the Opportunity

Job Type : Fixed Term ContractorContract duration : 11 months.Application Deadline : 31 July 2024

Title Assistant Manager Customer Operations

Department Personal Investing (PI) & Advisory Operations - Germany

Location Kronberg, Germany

Reports To Team Lead Cash Reconciliation & Distributions based in Germany

Level Operational Processing 4

Please note that this is a Fixed Term contract going until mid May 2025.

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 Distributions-Team and feel like you’re part of something bigger.

About your team

You are joining Operations for Personal Investing (end-clients) and Advisory in Germany. The Operations unit is embedded in the German business and as well highly connected to the Global Operations function. Your Distributions Team delivers one of the key capabilities and is aiming to continuously improve and enhance processes and the respective outcome.

About your role

As part of the operational machine which is humming in a client-centric way you and your Team is part to deliver world-class operations services to all clients. You’ll help to deliver excellent customer experience and take ethical decisions. As part of Fidelity International you’ll learn and grow every day – gaining the skills and knowledge you need to :

• Process distributions including reconciliation and clarification of differences (entering, booking, removing from the database, filing, checking), tax records and customer communication (collaboration with Client Services)
• Process of bookings in connection with the distributions
• Process of advance lump sums / Vorabpauschalen
• Process and analyze of Not-In-Good-Order working items
• Improvement of controls
• Identify process improvements from an initiation and testing perspective

About you

You’ll succeed because you :

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.