20 beste Stellen als client advisor in frankfurt am main, he – aktuell auf Personalsuche

Client Service Delivery Manager (Investment Accounting & Reporting)
Clearwater Analytics GmbH —Frankfurt am Main
- Vollzeit
- Microsoft Office
- Finanzwirtschaft
- Bachelor
Direkt bewerben
12 Tage
Managed Security Services Advisor (m/w/d)
NVISO —Frankfurt am Main
- 75.000 € – 100.000 € pro Jahr
- Hybrides Arbeiten
- Informatik
- Projektmanagement
- Bachelor
- Flexible Arbeitszeiten
Direkt bewerben
CLIENT ADVISOR FRANKFURT - SCHWERPUNKT UHREN (M/W/D)
Bucherer Deutschland GmbH —Frankfurt am Main
- Vollzeit
- CRM-Software
- Vertrieb
- Englisch
- Weiterbildungsprogramme
Client Accountant
CSC (Corporation Service Company) —Frankfurt am Main
- 50.000 € – 60.000 € pro Jahr
- Vollzeit
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
CLIENT ADVISOR FRANKFURT - SCHWERPUNKT SCHMUCK (M/W/D)
Bucherer Deutschland GmbH —Frankfurt am Main
- Vollzeit
- CRM-Software
- Vertrieb
- Englisch
- Weiterbildungsprogramme
Client Advisor (m/f/d) - Frankfurt
Rimowa —Frankfurt am Main
- Vollzeit
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- Englisch
12 Tage
Client Executive Public Sector (m/w/d)
NetApp —Neu-Isenburg
- Hybrides Arbeiten
- Azure
- Englisch
- AWS
- Employee Assistance Program
MIU MIU Client Advisor (m/f/d)
Prada —Frankfurt am Main
- CRM-Software
- Vertrieb
- Verhandlungsgeschick
Vice President, Aladdin Client Engagement
BlackRock Investments —Frankfurt am Main
- 105.000 € – 157.500 € pro Jahr
- Datenbanken
- SQL
- APIs
- Homeoffice-Möglichkeit
3 Tage
Style Advisor m/w/d
Suitsupply —Frankfurt am Main
- 2.800 € – 3.400 € pro Monat
- Wochenendarbeit möglich
- Gastgewerbe
- Vertrieb
- Führungserfahrung
- Flexible Arbeitszeiten
Direkt bewerben
Global Institutional, Sales Support Associate, Based in Frankfurt, m/d/f
TIAA —Frankfurt am Main
- Vollzeit
- Microsoft Powerpoint
- Microsoft Excel
- Textverarbeitung
Director, Institutional Client Group (m/f/d)
HSBC —Frankfurt am Main
- 135.300 € – 180.000 € pro Jahr
- Vollzeit
- Führungserfahrung
- Erfahrung im Bankwesen
- Employee Assistance Program
Direkt bewerben
Junior Business Analyst Client Lifecycle (m/f/d)
ODDO BHF Solutions —Frankfurt am Main
- Informatik
- Master
- Projektmanagement
(Senior) HR Business Partner (all genders)
Boston Consulting Group —Frankfurt am Main
- Vollzeit
- Microsoft Powerpoint
- Microsoft Excel
- Projektmanagement
- Employee Assistance Program
- Mitgliedschaft im Fitnessstudio
Project Manager (German-Speaking) Advisors & Consulting Services, Deploy
Mastercard —Frankfurt am Main
- Vollzeit
- Microsoft Powerpoint
- Microsoft Excel
- PMP
Senior Lifecycle Specialist, Employee Relations and Transitions - EMEA
Remote —Frankfurt am Main
- 46.500 € – 104.650 € pro Jahr
- Homeoffice
- Englisch
- Konfliktberatung
- Verhandlungsgeschick
- Homeoffice-Möglichkeit
- Flexible Arbeitszeiten
1 Tag
Asset Management, Distribution, Sales Support Associate (all genders)
JPMorganChase —Frankfurt am Main
- Vollzeit
- Microsoft Office
- Master
- Projektmanagement
SAINT LAURENT Client Advisor Frankfurt W/M/D
Saint Laurent —Frankfurt am Main
- Vollzeit
- Englisch
Senior Enterprise Architect (Insurance Industry)
TechBiz Global GmbH —Bad Homburg vor der Höhe
- Vollzeit
- Hybrides Arbeiten
- Azure
- AWS
- Projektmanagement
Direkt bewerben
Customer Engineer, Sovereignty (German, English)
Google —Frankfurt am Main
- 132.000 € – 136.000 € pro Jahr
- Vollzeit
- Vertrieb
- Bachelor
- Ohne Hochschulabschluss

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Client Service Delivery Manager (Investment Accounting & Reporting)

Clearwater Analytics GmbH -
Frankfurt am Main

Direkt bewerben

Details zur Stelle

Vollzeit
vor 12 Tagen

Qualifikationen

Investment
Meldewesen
Microsoft Office
Finanzwirtschaft
Bachelor
Rechnungswesen
PC-Kenntnisse
Finanzdienstleistungen
Rechnungswesen
Kommunikationsfähigkeit

Vollständige Stellenbeschreibung

About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion.

This is a rare opportunity to join Clearwater at an inflection point: you will help shape how we serve DACH clients and establish yourself as a primary client relationship owner with some of the industry’s largest and most sophisticated insurers and asset managers.

Job Description

Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement, from the daily user to decision maker level.

You are viewed by our clients as a trusted advisor, solving complex front to back investment management and asset owner software solutions. This includes supporting investment reporting, regulatory, and portfolio accounting challenges, acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.

The Clearwater Client Servicing Team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their risk and performance, accounting, and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

Responsibilities

Own the end-to-end client relationship, serving as the primary point of contact for various client stakeholders

Collaborate directly with clients to build and own valuable relationships and ensure their success

Act as a subject matter expert on local regulatory and accounting topics – including HGB-compliant accounting and Solvency II reporting - advising clients on how Clearwater’s platform supports their specific regulatory requirements.

Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values

Find opportunities to establish extra value to clients outside of day-to-day servicing

Prioritize and coordinate projects across large and strategic clients

Handle complex investment accounting, performance, risk, and compliance requests

Provide client training on best practices around daily operational & trading support using Clearwater

Advise on how to leverage Clearwater's flexible reporting in monthly/quarterly client statements

Proactively seek ways to add value to your team & Clearwater

Provides guidance and mentorship to Analysts in the team.

Required Skills:

Working knowledge of financial services and investment accounting, preferably experience in HGB and German regulatory reporting requirements

Working knowledge of structured products, derivatives, fixed-income securities, and multi-asset portfolio accounting

Proven experience working with external clients

Self-starter who proactively seeks out solutions and expertise.

Ability to execute with precision in a fast-paced, dynamic environment while managing competing priorities across multiple client engagements

Strong computer skills, including proficiency in Microsoft Office.

Excellent attention to detail and strong documentation skills.

Outstanding verbal and written communication skills.

Strong organizational and interpersonal skills.

Exceptional problem-solving abilities.

Fluency in German and English

Education and Experience:

Bachelor's degree in accounting, finance or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.

7+ years of relevant experience.

Direkt bewerben

Erweiterte Suche

client advisor Jobs in frankfurt am main, he

Client Service Delivery Manager (Investment Accounting & Reporting)

Managed Security Services Advisor (m/w/d)

CLIENT ADVISOR FRANKFURT - SCHWERPUNKT UHREN (M/W/D)

Client Accountant

CLIENT ADVISOR FRANKFURT - SCHWERPUNKT SCHMUCK (M/W/D)

Client Advisor (m/f/d) - Frankfurt

Client Executive Public Sector (m/w/d)

MIU MIU Client Advisor (m/f/d)

Vice President, Aladdin Client Engagement

Style Advisor m/w/d

Global Institutional, Sales Support Associate, Based in Frankfurt, m/d/f

Director, Institutional Client Group (m/f/d)

Junior Business Analyst Client Lifecycle (m/f/d)

(Senior) HR Business Partner (all genders)

Project Manager (German-Speaking) Advisors & Consulting Services, Deploy

Senior Lifecycle Specialist, Employee Relations and Transitions - EMEA

Asset Management, Distribution, Sales Support Associate (all genders)

SAINT LAURENT Client Advisor Frankfurt W/M/D

Senior Enterprise Architect (Insurance Industry)

Customer Engineer, Sovereignty (German, English)

Ich möchte aktuelle Job-E-Mails für Stellen als client advisor in frankfurt am main, he erhalten

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