Customer Success Manager - Remote

Overview

The Customer Success Manager at Finary will ensure that every client experiences a smooth and high-end journey from subscription to digital adoption, while building lasting trust and ensuring operational efficiency.

In Short

• Accompany clients in their investment journey, ensuring compliance.
• Provide an A+ onboarding experience on the App.
• Act as a central contact for clients, advisors, and partners.
• Organize high-quality events to foster engagement.
• Supervise and train interns on compliance tasks.
• Collaborate with Product to refine processes for client satisfaction.

Requirements

• Experience with high-value clients in private banking or luxury services.
• Ability to build trust with clients and communicate clearly.
• Precision in handling complex workflows.
• Understanding of financial regulations and KYC/AML processes.
• Comfort in explaining digital tools to clients.
• Experience in organizing high-end events.
• Capability to manage juniors/interns.
• Proactive in improving workflows.
• Fluency in French and English.

Benefits

• Work with a talented team in a motivating environment.
• Opportunity to impact the personal finance sector.
• Empowerment to reach your best self.
• Gatherings every 6 weeks in nice locations.
• Competitive compensation package.