Junior Clien Relationship Manager (M/F/D)

🌍 About Us

As an independent financial service partner, Moventum S.C.A. has been providing a home for financial service providers such as advisors and asset managers as well as institutional clients from all over the world for more than 20 years. The digital “MoventumOffice” platform offers access to more than 10,000 funds, ETFs and other securities. In addition, it allows financial advisors to open securities accounts for their clients, to place trading orders and to use analysis, reporting and support tools. Institutional clients can outsource their entire fund trading with complementary services to Moventum as part of collective or individual custody account management. Moventum also offers transfer agent services and AML & KYC solutions.

🤝 About the Team

The department brings together Client Relationship Management (CRM), Fund Relations, and Transfer Agency, working hand in hand to support client services, fund operations, and regulatory compliance. The CRM team serves as the main contact point for our Platform clients, providing prompt and solution-oriented support. The Fund Relations Team is in charge of onboarding and maintaining Funds/ETFs, while our TA teams deals with investor onboarding, KYC maintenance and stakeholder reporting.

🎯 The Right Fit

The Junior Client Relationship Officer (M/F/D) contributes to the delivery of high-quality client service by managing client inquiries, coordinating with internal teams, and supporting the efficient and compliant operation of client and fund-related activities.

📌 Your Responsibilities:

• Respond promptly and accurately to client inquiries via phone and email.


• Assist in investigating and resolving client complaints and service issues, contributing to continuous service improvement.


• Follow up with clients to ensure timely and satisfactory resolution of requests.


• Identify, troubleshoot, and report product or service issues to management.


• Maintain accurate records of client interactions, issues, and resolutions in internal systems.


• Conduct quality checks, collect and analyse client feedback, and suggest service enhancements.


• Support fund clients to ensure efficient and high-quality service delivery.


• Collaborate closely with operations and compliance teams, including support on AML and KYC matters as required.


• Assist in the management of client portfolios, ensuring compliance with legal, accounting, and tax requirements.


• Assist with fund setup activities and support smooth day-to-day fund operations.

📝 Your Profile:

• Bachelor’s degree in Business, Finance, Economics, Law, or a related field.


• 1–2+ years of professional experience in client services, fund administration, financial services, or a related environment.


• Strong client-service mindset with excellent communication skills.


• Well-organised, detail-oriented, and able to manage multiple tasks simultaneously.


• Analytical approach with problem-solving skills and a proactive attitude.


• Basic understanding of financial products and regulatory environments, or strong willingness to learn.


• Proficiency in MS Office; experience with internal databases or CRM systems is a plus.


• Fluency in English and German is required; additional languages are an advantage.
  

🎉 What We Offer:

• Flat and collaborative culture → your ideas are heard and make a difference.


• Opportunity for real impact → help shape how we work and grow as a company.


• Supportive, cross-functional team → colleagues who are approachable, committed, and work closely together.


• Ownership and visibility → take responsibility, contribute directly, and develop your career.


• Inclusive and entrepreneurial environment → work with passionate people who value initiative.


• Flexibility and stability → flexible hours, remote work options, 30 vacation days, and a permanent contract.


• Attractive extras → birthday allowance, lunch vouchers, and additional perks.

📩 How to Apply:

We believe diverse teams drive innovation and success. That is why we are proud to be an equal opportunity employer – welcoming applicants of all backgrounds, regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

If you are ready to make an impact and grow with a supportive, forward-thinking team, we would love to hear from you. Apply now and bring your ideas to life with us!