1 месяц назад
Client Servicing Analyst (Graduate Role) (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Servicing Analyst (Graduate Role) (Fintech): Supporting institutional investment clients by resolving enquiries, validating investment data, and delivering accounting, reporting, and analytics information on a cloud-native investment management platform with an accent on client service, financial concepts, and data accuracy. Focus on reconciling transactions against third-party market sources, validating compliance and account operations, and solving complex client queries.
Location: Office - Frankfurt, Germany
Company
provides a cloud-native SaaS platform for investment management across global public and private markets.
What you will do
- Manage day-to-day relationships with institutional investment clients and support their accounting, reporting, and analytics needs.
- Respond to client enquiries across investment accounting, asset classes, and financial markets.
- Provide accurate information on financial statements and analytics reporting.
- Perform account setup, client lockdowns, compliance checks, and reconciliation validation.
- Validate investment data against third-party market sources and reconcile transactions using proprietary tools.
- Resolve client queries proactively and contribute to team and client-related projects.
Requirements
- Bachelor's degree or higher in Finance, Accounting, Economics, Maths, Science, or a related discipline.
- Basic understanding of financial or accounting concepts and an interest in the investment industry.
- Business fluency in German and English.
- Strong problem-solving, attention to detail, documentation, organisational, and interpersonal skills.
- Strong computer skills, including confidence with Microsoft Office.
- Excellent verbal and written communication skills.
Culture & Benefits
- Work with a collaborative and supportive EMEA team.
- Join a high-growth fintech serving leading institutional clients across the DACH region and beyond.
- Opportunities for career development and progression.
- Competitive compensation and comprehensive benefits.
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