Working Student Client Experience (f/m/d)

The role

You will support clients by preparing answers regarding subsidies, transfers, and payouts. You will also help run day-to-day AVD operations, build process playbooks, and handle error reconciliation.

What you will do

• Support clients by preparing clear, accurate answers to questions about subsidies, transfers and payouts
• Support day-to-day AVD operations including contract registration, contribution management, annual bonus application, and payment reconciliation
• Help build playbooks by documenting workflows, building step-by-step guides and error catalogues
• Support error handling and reconciliation by working through recurring error cases from the ZfA
• Spot areas for improvement in manual workarounds to identify what is slow or worth automating

Required qualifications

• Fluent German communication skills (B2/C1)
• Comfortable working proficiency in English
• Structured and genuinely precise
• Curious about rules
• Comfortable with ambiguity
• Confident with spreadsheets and AI tooling
• Available for a minimum of 6 months
• Based in Berlin

Nice to have

• Prior exposure to financial services, operations or a regulated environment

Benefits

• Company-wide events such as UpFest, dinners, offsites and Holiday party
• Employee Resources Groups like Upfem and UpVergent

About the company

Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. The company is backed by €280M in total funding.