Junior Client Service Associate (m/w/d)

We are looking for an experienced developer to support our strong growth and seek a Junior Client Service Associate (m/w/d) for our location in Frankfurt, full-time or part-time.

Your entry into wealth management

You are interested in capital markets, wealth management, and the care of demanding customers? You do not want to wait years for your next career step, but rather take early responsibility and develop yourself specifically as a customer advisor?

Then you're exactly right at Plutos!

The Plutos Wealth Management AG has been advising wealthy private clients in all financial matters since over 30 years. With more than 35 employees, we manage a client portfolio of over 700 million euros.

For our further growth, we are looking for motivated young talents who want to start their career in wealth management and develop themselves as customer advisors.

Your perspective

You don't start in a dead end here.

In the first few years, you learn the business from scratch: client service, deposit openings, wealth management, regulatory processes, and collaboration with our advisors.

If you show performance and engagement, you'll take on more responsibility step by step and can develop yourself as a customer advisor within three to five years and manage your own client portfolio.

Tasks

• Supporting our wealth managers in their daily business
• Preliminary preparation of deposit openings and customer documents
• Maintenance and updating of customer data in the CRM system
• Support with regulatory and administrative processes
• Monitoring and processing operational transactions around client deposits
• Tight collaboration with banks, business partners, and internal teams
• Participation in continuous process improvement
• Tasks according to office regulations

Qualification

• Completed commercial training or economic studies
• First experiences in the financial sector, banking, insurance, or a comparable environment are advantageous
• Interest in capital markets and wealth management
• High self-motivation and willingness to learn
• Pleasure in dealing with customers
• Structured and meticulous work style
• Safe handling of digital applications and MS Office
• Very good German language skills in writing and speaking
• Discretion

Benefits

• Clearly defined career path to customer advisor
• Direct collaboration with experienced wealth managers
• Insights into the care of wealthy private clients
• Flat hierarchies and fast decision-making processes
• Modern workspaces in the heart of Frankfurt
• Company health insurance
• Company pension plan
• Pensionable benefits
• E-bike leasing
• Flexible working hours and possibility of home office
• A growing company with long-term development opportunities

Ready for the next step?

Then we look forward to your application under specification of your earliest possible start date and salary expectations.

For a first contact, Frau Knierim is available at Tel. 0 69 660 5591 – 0.

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