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Client Service Specialist

  • Twelve Securis




 

THE ROLE

We are looking for a Client Services Specialist to join our Marketing & Client Services team in Munich to support and grow our distribution strategy by assisting in the creation and customisation of client-facing materials. This role is available immediately and will be critical in ensuring that our presentations and pitches are compelling, well-structured, and aligned with client expectations.

MAIN RESPONSIBILTIES

  • Regular quantitative updates of product presentations and flyers (performance figures, team slides, etc.) via a slide management system
  • Quality checks and formatting of existing presentations
  • General administrative tasks within the team
  • Interaction with various stakeholders, both internal and external

PERSONAL ATTRIBUTES AND OTHER REQUIREMENTS

  • Bachelor’s degree in Finance, Business, Marketing, or a related field
  • 1-3 years of experience in financial services, client service, sales support, or a related role
  • Strong skills/experience in Microsoft PowerPoint and Excel skills
  • Strong attention to detail with the ability to manage multiple tasks and meet tight deadlines
  • Proactive team player with an entrepreneurial mindset, comfortable in a dynamic and evolving environment
  • Open minded, proactive and self-starting mentality with strong organizational and communication skills
  • Willingness to work in a small team, in a small office centrally located in Munich
  • Fluency in German and English
  • The right to work in Germany

WHAT WE OFFER

  • Opportunity to work in a fast-growing segment of the asset management industry
  • International, inclusive, and dynamic work environment in a company that values innovation and initiative
  • Competitive compensation package

EQUAL OPPORTUNITIES

At Twelve Securis, we champion equal opportunities, recognising and valuing the distinct contributions each individual offers. Our dedication is to cultivate an inclusive environment that nurtures diversity, inviting everyone to be part of our team and express themselves sincerely at work.

eFCSoSe

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