PI & Advisory Operations Associate

Job Description

Department: Personal Investing (PI) & Advisory Operations - India Team for Germany Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany Department Description 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). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach. Purpose of the 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 core client set-up and maintenance activity. Key Responsibilities Set-up and maintenance of client accounts. Maintenance of client details (e.g. name, address and bank details). Deletion of client information. Completion of data cleansing activities to adhere to data accuracy and consistency requirements. Ensure that quality and productivity standards are adhered to. Experience and Qualifications Required Fluency in German and English Good numeracy and attention to detail Process and continuous process improvement knowledge Client-centricity High level of quality assurance and risk awareness Motivation and collaboration.