Client Services Associate - Kronberg, Deutschland - Fidelity International

Fidelity International

Geprüftes Unternehmen

Kronberg, Deutschland

vor 4 Wochen

Geschrieben von:

Lena Wagner

beBee Recruiter

Beschreibung

About the Opportunity

Job Type:
Fixed Term Contractor

Contract duration : 12 months.

Application Deadline: 30 June 2023

Job Description:

Title:
Associate Client Services Bereavement & Pledges / Assistant Manager Client Services Bereavement & Pledges

Department:
Client Services

Location:
Kronberg - Germany

Reports To:
Associate Director Client Services

Please note that this a 1 year fixed term contract.

Why Fidelity?

Our values and expected behaviours include being bold, brave and curious whilst also being compassionate. We offer a collaborative international working environment with flat hierarchies, which is built on trust and integrity. This is also reflected in the benefits we offer to our employees.

These include:

dynamic working, ie hybrid working based on a flexible mix of office and home based working, a generous pension scheme, extra leave for family care or charitable engagement, language courses and many other advantages.

We focus on sustainability and for those employees who prefer to travel to work by public transport there is a private shuttle service to and from Kronberg station.

Department Description

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.

Purpose of the Role

Client Services Bereavement & Pledges:

As part of the team, your role will be to review and assess incoming inquiries related to the team's areas of expertise.

You will support our clients, their representatives as well as our advisors in the handling of bereavements, pledges, legal cares, seizures and insolvencies.

Due to the sensitivity of the issues, empathy for clients as well as a good understanding of the legal framework is required.

Key Responsibilities

Evaluation and decision on inquiries from heirs, pledgees, caregivers and clients
Checking the right of disposal for transactions
Reviewing and instructing outstanding payments
Contribution to projects

Experience and Qualifications Required

Preferably completed banking training or studies in the field of finance
Basic English knowledge
Selfconfidence and clientcentricity
Motivation and collaboration
High level of quality assurance and risk awareness

About Fidelity Germany

About Fidelity International

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 locations and with $608.7billion 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 $437 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.

Find out more about what we do, our history, and how you could be a part of our future at

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business.

We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

Our Values

Integrity - Doing the right thing, every time and putting the client first

Trust - Empowering each other to take the initiative and make good decision

Our Behaviours

Our employees should be

Brave - Challenge the status quo, be accountable and speak up

Bold - Act with conviction, encourage diverse thinking and keep things simple

Curious - Learn to do new things in better ways and encourage fresh thinking

Compassionate - Have empathy, care for colleagues, clients and the community