Werkstudent role in finance and consulting focusing on client appointment setting and team collaboration. Responsibilities include performance optimization, documentation, and organization.
Responsibilities
Appointment setting: You schedule client meetings (phone, network, leads) and build a clean pipeline.
Learning processes: You learn call scripts, needs assessment, follow-up practices, and documentation standards.
Performance optimization: You work with KPIs, receive feedback, and systematically improve your results.
Analysis & preparation: You support the analysis of client situations and prepare consulting materials in a structured way.
Client contact: You participate in conversations (depending on the stage), handle follow-ups, and ensure clear next steps.
Documentation & organization: You keep processes tidy, document consistently, and ensure reliability.
Teamwork: You work closely with a high-performing team and take ownership of your tasks.
Requirements
Enrolled student (university / university of applied sciences)
German at minimum C1 (spoken & written)
Strong communication skills, commitment, reliability
Proactive attitude and a structured way of working
Drive for performance and measurable results
Ideally some initial experience in sales, service, consulting, or a high-performance/sports culture
Benefits
Structured onboarding: training plan, guides, clear standards
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