Financial Services Assistant Job at Robert Half (Berlin)

Business Support Assistant - Financial Services

We are seeking a detail-oriented and proactive Financial Services Administrator ...

Location

United Kingdom , Stirling

Salary:

24000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in financial services or wealth management
Experience of using Salesforce, Apus or similar CRM systems (desirable)
Strong organisational and multitasking abilities
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and financial software
Attention to detail and high level of accuracy
Ability to work independently and as part of a team

Job Responsibility

Assist clients with account inquiries, transaction processing, and service requests
Prepare, review, and maintain client documentation
Accurately input client data into financial systems and generate reports
Schedule and coordinate client meetings and events
Ensure compliance with industry regulations and company policies
Perform general administrative tasks

Fulltime

Client Services Assistant

Are you ready to embark on an exciting career in the investment management indus...

Location

United Kingdom , London

Salary:

30000.00 - 36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

University degree or equivalent
proactive approach with a willingness to learn and adapt
collaborative spirit
dependability and a commitment to delivering top-notch service
previous experience in financial services is a plus but not essential

Job Responsibility

Client Onboarding: Streamline the onboarding process for new clients, ensuring accuracy and efficiency
AML & KYC: Conduct essential compliance checks to uphold regulatory standards
Data Entry: Maintain and update client information across internal systems with precision
Enquiry Management: Handle client queries professionally, ensuring timely responses aligned with our industry-leading SLAs
Cash Management: Process client payments and assist with bank reconciliation tasks
Administrative Support: Contribute to various ad-hoc projects and operational improvements as needed

What we offer

Structured Training: You'll receive comprehensive training to enhance your understanding of our products and processes
Growth Opportunities: Regular one-on-one meetings will help you track your progress and development
Dynamic Environment: Be part of a small but impactful team that values your contributions

Fulltime

Customer Services Assistant

Temporary Customer Services Assistant position with a leading specialist in fina...

Location

United Kingdom , Orpington

Salary:

13.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Strong customer service background
Excellent communication skills with ability to remain calm under pressure
Strong attention to detail and proficiency in MS Office
Results-driven mindset with excellent time management skills
Ability to adapt to fluctuations in workload and work effectively as part of a team

Job Responsibility

Engaging with customers and prospects to provide product information and support through application process
Building relationships with customers, answering queries, and addressing new product and renewal inquiries
Processing new business applications and ISA transfers while ensuring timelines and quality standards are met
Handling inbound and outbound calls with accuracy and professionalism
Maintaining detailed records through data input and scanning of correspondence
Collaborating with Field Team to enhance knowledge of Police affinity group
Assisting with service improvement initiatives and additional duties assigned by Chief Executive Officer

Fulltime

Account Manager, Financial Services

The Account Manager, Financial Services is responsible for developing three-dime...

Location

United Kingdom , London

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

Strong ability to develop instant rapport with new people
Demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
Strong business acumen and commitment to effective processes and tactics
Natural intellectual curiosity with the ability to learn and adapt quickly
Understanding of best practices for client engagement within a SaaS environment
Preferably with exposure to AI and/or research-based products
Exceptional oral, written and presentation skills
Ability to distill and explain complex issues in simple terms

Job Responsibility

Maximize retention rate across the book of business
Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities
Identify revenue at risk in order to best position the company to prevent churn
Forecast retention rates
Collaborate with Account Executives to identify growth opportunities within the book of business
Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base
Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
Hold Business Reviews with key stakeholders
Plan and execute new user onboarding and training initiatives
Consistent proactive outreach with material and information that’s relevant for our user base

Paralegal - Financial Services

Accuflex is seeking experienced Paralegals with strong commercial contracts and ...

Location

United Kingdom , London

Salary:

Not provided

Accutrainee

Expiration Date

Until further notice

Requirements

Prior paralegal experience (private practice or in-house)
Strong commercial contracts experience (reviewing, drafting, negotiating)
Excellent written and verbal communication skills
Confident stakeholder management and interpersonal skills
Proactive, organised and able to work independently within a structured team environment
Experience in financial services, asset management, funds, banking, private equity, fintech or capital markets
Experience with distribution, intermediary or platform agreements
Previous in-house experience within a regulated institution
Familiarity with UK/EU regulatory frameworks (e.g., AIFMD, UCITS, MiFID, SFDR)
Additional European language skills (e.g., French, German, Spanish) are advantageous

Job Responsibility

Reviewing, drafting and negotiating commercial contracts (including NDAs, supplier agreements, platform agreements, distribution or intermediary agreements)
Supporting legal teams with fund-related documentation, marketing reviews, cross-border arrangements or intermediary/distribution matters
Assisting with regulatory projects or compliance work (AIFMD, UCITS, MiFID, SFDR, consumer duty, etc.)
Liaising with internal stakeholders such as client services, procurement, compliance and finance teams
Conducting legal research and preparing internal guidance notes or templates
Managing contract lifecycles and maintaining document and data-management systems
Supporting lawyers with cross-jurisdictional queries and regulatory analysis

What we offer

Opportunities to work with leading institutions across the financial services industry
High-quality in-house experience under the supervision of experienced lawyers
Hybrid working arrangements depending on the client (most roles are 3 days in the office / 2 from home)
Assignments primarily based in London, with occasional opportunities in Manchester, Birmingham, Leeds and Bristol
Contracts typically range from 6 to 12 months, with potential for extensions and permanent roles depending on client demand

Fulltime

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Financial Services Administrator

Are you an organised and proactive administrator looking to build your future in...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven admin experience in a professional setting
Excellent attention to detail and organisational skills
Friendly and confident communicator
Tech-savvy and comfortable with databases and systems
Reliable, adaptable, and well-presented

Job Responsibility

Handling client enquiries with professionalism and empathy
Processing financial applications and tracking progress
Liaising with providers and third parties to ensure timely updates
Maintaining accurate records using internal systems
Supporting consultants with documentation and case management
Assisting with meeting coordination, post, and general office duties

What we offer

Pension Contributions
Extra Time Off
Professional Growth
Warm Welcome
Recognition & Rewards
Wellbeing Matters
Modern Facilities
Supportive Culture

Fulltime

Transaction Advisory Services Assistant Manager

The Transaction Advisory Services (TAS) team provides a broad range of advisory ...

Location

United Kingdom , Birmingham; Milton Keynes

Salary:

Not provided

Grant Thornton UK LLP

Expiration Date

Until further notice

Requirements

Professional qualification (ACA, ICAS, CA, ACCA or CIPFA)
Previous experience in Audit or an advisory service line
Experience of applying commercial judgement
Ability to work successfully as part of a team

Job Responsibility

Be key to the preparation of the analysis and findings for the client deliverable, supporting the preparation of a quality document to facilitate the client’s decision making
Work with the wider team on technical aspects of the transaction
Interpret and analyse complex information, identifying business issues and applying technical knowledge appropriately
Support with the presentation of conclusions and recommendations to the client and discuss the implications and action points
Take a proactive interest in your own performance as well as the performance of the wider team
Consult effectively in relation to risk management, supporting a risk management culture within the team
Support the team’s business development efforts and opportunities

What we offer

Flexible working options (reduced hours, job shares, reduced days, annualised days, term time working)
Hybrid working model
Inclusive culture
Real opportunity
Work life balance
Support to pursue passions inside and outside of work
Opportunities for secondments, fundraising for local charities, investing in entrepreneurs

Fulltime

Financial Services Assistant

Robert Half

Location:
United States , Berlin

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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