Assistant Manager Client Services Bereavement & Pledges

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Kronberg, Hessen
Software • Financial Services
The Role

About the OpportunityJob Type: Permanent

Application Deadline: 31 March 2025

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

Department:      Client Services

Location:          Kronberg - Germany

Reports To:      Senior Manager Client Services

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Bereavement & Pledges team and feel like you’re part of something bigger.

About your team :

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 organization.

About your role :

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
  • Ensuring the use of our core applications through testing

About you :

  • Preferably completed banking training or studies in the field of finance
  • Comfortable with business English and German
  • Self-confidence and client-centricity
  • Motivation and collaboration
  • High level of quality assurance and risk awareness

Gerne können Sie sich hier auch auf deutsch bewerben

Feel rewarded :

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Please note we are committed to providing equal opportunities to all candidates, regardless of background or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.

The Company
HQ: London
9,919 Employees
On-site Workplace
Year Founded: 1969

What We Do

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 countries and with $739.9 billion* 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 $567 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.

*Data as of 31 March 2021

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