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PI & Advisory Operations Assistant Manager

Fidelity International

Frankfurt am MainOn-siteFull-Time5d ago

Description

About the Opportunity

Job Type: Permanent Application Deadline: 31 July 2026Job Description

Title: PI & Advisory Operations Assistant Manager

Location: Kronberg, Germany

Level Assistant Manager

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 team and feel like you’re part of something bigger.

About your team

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach).

About your role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers client data management and quality activity. The key activities include:

  • Set-up, maintenance and deletion of client information
  • Processing of Not In Good Order client information set-up and maintenance requests
  • Completion of data cleansing activities to adhere to data accuracy and consistency requirements
  • Ensure that quality and productivity standards are adhered to
  • Identify inefficiencies and process transformation opportunities to further drive automation and digitization
  • Creation of IT change requests (incl. determination of a business case) and support testing and implementation

About you

You are right for this role if you have the following skills and experience:

  • Fluency in German and English
  • Good numerancy and attention to detail with a background in data processing
  • Process optimization and continuous improvement knowledge
  • Client-centricity
  • High level of quality assurance and risk awareness
  • Flexibility and collaboration

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.

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