Client Services Associate (Fintech SaaS, Private Equity) (f/m/x)

CEPRES is the leading and fastest growing digital platform for private capital markets, the fastest growing institutional asset class of sovereign wealth funds, insurers, pensions, endowments and more. This global institutional client base benefits from our unique and award-winning investment data & solutions connecting 1,000s of market professionals via the CEPRES secure investment data network. CEPRES is headquartered in Munich with offices in New York, Denver and London. Our team is incredibly diverse and entrepreneurial with over 20 nationalities. We value smart and innovative people who work effectively in a team environment and think strategically, whilst solving day-to-day challenges. With major expansion to our client base and use cases, we are seeking a Client Services Associate to support our clients in the successful operations of our solution. About The Role The Client Services Associate is responsible for delivering high-quality, responsive day-to-day client support across CEPRES Platform. The role acts as a first and second-line operational interface between clients and internal teams, ensuring: Timely issue resolution Accurate data and user administration Efficient coordination across Product, Data Delivery, and Engineering This position sits at the core of the support function, supporting operational excellence, service reliability, and client satisfaction. Key Responsibilities 1. Client Support & Service Desk Operations (Primary Focus) Monitor and manage shared service inboxes triaging incoming requests and resolving L1/L2 issues efficiently Provide timely responses to client inquiries, ensuring clear communication and follow-ups Handle user and access management tasks (user creation, RBAC updates, permission changes) Investigate and troubleshoot platform issues (e.g., missing users, access errors, configuration issues) Escalate complex or technical issues to appropriate internal teams (Engineering, L3 support) Support live chat channels and real-time client interactions Coordinate client data requests (e.g., fund, deal, or operational data) with internal teams and external stakeholders Track deliveries and ensure deadlines are met, including managing external dependencies Support onboarding activities, including template sharing and data readiness checks Assist with data preparation, validation, and reporting activities 2. Platform & CRM Administration Maintain and update Platform & CRM systems (leads, users, pipeline, activity records) in line with defined processes Perform system configuration and administrative tasks related to user setup and platform usage In collaboration with relevant SMEs, own the internal Platform Administration tool from the working business perspective Monitor system notifications (registrations, reports, alerts) and trigger follow-up actions where relevant 3. Cross-Functional Coordination Act as the Incident Manager, the operational bridge between: (Client Service, Data Delivery, Product & Engineering, Sales / PreSales) Ensure requests are routed correctly and resolved within expected service levels Support internal stakeholders with reporting, investigation, and issue resolution Maintain accurate records of tickets, actions, and resolutions Contribute to knowledge base articles, FAQs, and internal documentation Identify recurring issues and propose improvements to reduce ticket volume Support adherence to defined service processes and compliance standards (e.g., ISO expectations) Requirements 2–5 years in client support, SaaS operations, or service desk roles Experience handling enterprise client requests and ticketing workflows Strong troubleshooting skills across SaaS platforms and user access management Familiarity with ticketing systems (e.g., Zoho Desk, Jira) and CRM tools Experience with data handling, reporting, or platform configuration is a plus Exposure to financial services, private equity, or data-driven platforms (preferred) Strong English written and verbal communication (client-facing). German would be a plus High attention to detail and accuracy Ability to manage multiple requests and prioritize effectively Collaborative mindset with strong stakeholder coordination skills Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment. Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture. Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace Compensation of attractive package that reflects your skills, contributions, and growth potential. Available Locations for this Position Germany, England, Turkey #J-18808-Ljbffr CEPRES