Client Services Specialist (m/f/d)

We are currently looking for a Client Services Specialist (m/f/d) to join and help expand our team in Haar near Munich on a full‑time basis.

Key Responsibilities

• Maintaining customer data
• Independently managing and processing day‑to‑day operational tasks
• Preparing analyses and reports to support sales activities
• Monitoring and ensuring compliance with customer‑specific quality requirements
• Supporting the Director of Customer Care and Quality Management with customer inquiries, enhancement of existing client solutions, and implementation of new client solutions
• Coordinating and communicating across departments, both internally and externally, regarding ongoing inquiries and orders to ensure smooth execution and the highest level of customer satisfaction

Qualifications

• Degree in Economics, Business Administration, or a comparable qualification, preferably within the banking sector, with 2–3 years of professional experience in financial services or the investment industry
• Interest in banking processes and securities trading, particularly investment funds
• Ability and willingness to quickly adapt to new challenges and develop customer‑oriented solutions
• Understanding of database structures, maintenance, and data flows through to website presentation, or a willingness to acquire this knowledge
• Professional and confident manner when interacting with demanding clients and business partners
• Precise, structured, and independent working style with a strong focus on quality and teamwork
• High level of commitment, reliability, and resilience
• Proficiency in standard Microsoft Office applications and willingness to learn company‑specific software
• Excellent German language skills, both written and spoken
• Fluent English skills with strong communication and negotiation abilities, both written and spoken