Working Student Client Experience (f/m/d)
Overview
Upvest invites applicants for the position of Working Student Client Experience in Berlin, Germany. The organization provides an Investment API that enables fintechs and financial institutions to offer capital market investment and retirement products. Founded in 2017, Upvest brings together over 270 professionals and is building the operational infrastructure for Germany's new state-subsidised private pension, the Altersvorsorgedepot. This role offers the opportunity to help design and run processes for a regulated financial product before its launch.
What you get
The position involves working with modern technologies to build new infrastructure without legacy systems. Employees participate in company-wide events including dinners, offsites, the Holiday party, and UpFest. The company features Employee Resource Groups such as Upfem and UpVergent to foster an inclusive culture and connection among staff.
Requirements
Applicants must have fluent German communication skills at the B2 or C1 level, alongside comfortable working proficiency in English, as correspondence with the ZfA and regulations are in German. Candidates need to be structured, precise, curious about rules, and comfortable with ambiguity. Comfort with spreadsheets and AI tooling is required, and being based in Berlin with availability for a minimum of 6 months is mandatory. Prior exposure to financial services, operations, or a regulated environment is considered a bonus.
About Upvest
Upvest is a European investment infrastructure provider that enables financial institutions to offer investment products to their customers through an API. It was founded in Berlin in 2017 and also has an office in London. Its services include brokerage, settlement and custody infrastructure, an investment API and outsourced middle and back-office operations. Its clients include fintechs, banks, brokers and wealth managers, and it is authorised by BaFin in Germany and the FCA in the UK.
Official website · Source: Company website