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1 месяц назад

Subject Matter Expert - Client Servicing (Investment Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Germany
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Subject Matter Expert - Client Servicing (Investment Management): Applying deep domain expertise to configure solutions for investment accounting and reporting needs, with an accent on client advisory, process design, and scalable implementation materials. Focus on translating complex requirements into system configurations and SOPs, managing multiple client projects, and improving workflows for large investment-management clients.

Location: Office in Frankfurt, Germany; occasional work at client sites may be required.

Company

hirify.global provides a cloud-native, front-to-back platform for investment management and supports organisations across the DACH market.

What you will do

  • Evaluate client requirements and configure solutions for investment accounting and reporting needs.
  • Translate business requirements into system configuration, process designs, implementation materials, training content, and SOPs.
  • Act as a trusted advisor for complex client inquiries, escalations, and executive-level discussions.
  • Manage multiple projects, coordinate resources, and communicate progress with internal and external stakeholders.
  • Collaborate with development teams to improve the product, client onboarding, delivery timelines, and scalable processes.
  • Mentor colleagues and drive continuous improvement of team processes, tools, procedures, and resources.

Requirements

  • At least 3 years of Clearwater experience.
  • Strong knowledge of the investment accounting and reporting domain.
  • Ability to manage multiple projects and achieve goals independently and effectively.
  • Confidence communicating with senior and executive leadership across divisions and departments.
  • Ability to handle most client inquiries independently and provide trusted client advice.

Culture & Benefits

  • Opportunity to join a newly opened Frankfurt office and a rapidly growing local team.
  • Work with a globally collaborative Client Services team supporting existing clients.
  • Contribute to the development of tools, standards, training materials, and repeatable processes for the wider DACH team.

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