About the Opportunity

Job Type: Permanent

Application Deadline: 31 March 2025

Title : Customer Operations Assistant Manager

Department: Customer Operations - Dealing

Location: Kronberg - Germany

Reports To: Head of Personal Investing & Advisory Operations Germany

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 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 German department is aiming to deliver an outstanding customer experience and is collaborative working together with Technology, Client Services and Sales (cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access to additional resources and knowledge to continuously improve operational processes and following a digital first approach.

About your role :

Personal Investing & Advisory Operations - Dealing:

PI & Advisory Operations in Germany consists of different Teams and is organized in key-functions, as Postal- and Document Management, Client-Onboarding and Client Maintenance, Re-registration and Transfers, Dealing, Ordering, Reconciliation and Distribution as well as customer regulatory reporting and tax. Dealing is one of the core capabilities PI & Advisory Operations is processing for our more than 600k clients. We are receiving dealing instructions from different channels and increasing our efforts for straight through processing. Still dealing constructions need to be processed (partially) manually. The Dealing team provides this services, but also improving the automation of dealing journeys, including the respective payments.

Key Responsibilities :

• Processing of dealing and respective payment instructions from clients
• Processing and analyzing of Not-In-Good-Order working items
• Processing quality controls, customer communication
• Collaboration with Client Services
• Documentation of processes by identification of process improvements from an initiation and testing perspective

About you :

• Fluent English knowledge ideally
• Native or close native level of German
• Process and continuous process improvement knowledge
• Client-centricity
• High level of quality assurance and risk awareness
• Motivation and collaboration

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.