PI & Advisory Operations Associate

Job Type: Permanent

Title: PI & Advisory Operations Associate

Department: Personal Investing (PI) & Advisory Operations - India Team for Germany

Location: Gurgaon, India

Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany

Were proud to have been helping our clients build better financial futures for over 50 years. By working together - and supporting each other - all over the world. So, join our Personal Investing (PI) & Advisory Operations team and feel like youre part of something bigger.

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). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach.

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 the following key processes: