Client Experience Intern for AVD
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Support the design and operation of Altersvorsorgedepot processes before and after launch, including customer support, contract registration, contribution management, bonus applications, payment reconciliation, workflow documentation, error investigation, and process improvement.
Requirements
- German fluency at C1 level or above
- Comfort working in English
- Structured and precise working style
- Interest in regulations
- Comfort with ambiguity
- Confidence with spreadsheets and AI tooling
- Prior exposure to financial services, operations or regulated environments is a bonus
- Availability for a minimum of 6 months
- Based in Berlin
Responsibilities
- Prepare clear answers to customer questions about subsidies, transfers and payouts
- Support contract registration with the ZfA
- Support contribution management
- Support annual bonus applications
- Reconcile payments
- Document workflows and build step-by-step guides
- Maintain error catalogues
- Investigate recurring ZfA error cases
- Identify patterns behind repeat issues
- Suggest process improvements and automation opportunities
Benefits
- Impact-driven work on infrastructure for the future of investing in Europe
- Modern technologies and the opportunity to build something new
- Company-wide events, dinners, offsites and holiday parties
- Employee Resource Groups and an inclusive workplace