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14 дней назад

Client Servicing Associate (Fintech)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Germany
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
Client Servicing Associate (Fintech): Supporting institutional clients with investment accounting, reporting, analytics, and operational validation on a cloud-native investment management platform with an accent on client communication, financial data accuracy, and reconciliation. Focus on resolving investment operations enquiries, validating transactions against market sources, and managing account setup, compliance, and reporting workflows.

Location: Onsite in Frankfurt, Germany

Company

hirify.global is a high-growth fintech providing a cloud-native SaaS platform for investment management to institutional investors across public and private markets.

What you will do

  • Manage day-to-day relationships with global clients, serving as a point of contact for investment accounting, reporting, and analytics needs.
  • Respond to enquiries about investment accounting, asset classes, financial markets, financial statements, and analytics reporting.
  • Handle account setup, client lockdowns, compliance validation, and reconciliation validation.
  • Validate investment data and reconcile transactions against third-party market sources using proprietary tools.
  • Use internal knowledge resources to resolve client queries and prioritize a busy workload according to productivity and quality metrics.
  • Contribute to team and client-related projects while collaborating with colleagues across Clearwater.

Requirements

  • Basic understanding of financial markets and/or core accounting concepts.
  • Strong computer skills, including confidence with Microsoft Office.
  • Excellent attention to detail and documentation skills.
  • Strong verbal and written communication, organizational, and interpersonal skills.
  • Exceptional problem-solving ability and composure under pressure.
  • Bachelor’s degree or higher in Finance, Accounting, Economics, Maths, or a related discipline.

Nice to have

  • Finance or accounting internship experience.
  • Professional experience in investment operations, accounting, or client servicing.

Culture & Benefits

  • Work with institutional clients across the DACH region and beyond.
  • Join a collaborative and supportive EMEA team.
  • Access career development opportunities in a growing local team.
  • Receive competitive compensation and comprehensive benefits.

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