Client Experience Specialist - Remote

Overview

As a Client Experience Specialist at Upvest, you will enable Europe’s leading Fintechs to deliver flawless investment experiences by providing exceptional support to our B2B clients and building strong relationships.

In Short

• Provide exceptional support to B2B clients via email, Slack, and phone.
• Assist clients with operational issues and inform them of service-related events.
• Advocate for client interests internally and solve problems creatively.
• Contribute to building the Client Experience function and identify areas for improvement.
• Conduct daily checks to ensure smooth business operations.
• Build relationships with client counterparts and participate in periodic check-ins.
• Set standards for client communication and work cross-functionally with teams.
• Create and maintain the Client Experience knowledge base.
• Work autonomously and contribute to building Upvest’s CX function.
• Fluent in German is required.

Requirements

• 1+ years of experience in client-facing roles in Fintech, investments, or banking.
• Strong communication and organization skills.
• Client-first mindset with a pragmatic problem-solving approach.
• Proactive in identifying improvements and addressing issues early.
• Experience with Zendesk or similar CRM is a plus.
• Background in Business Administration, Finance, Economics, or related fields is beneficial.

Benefits

• Opportunity to contribute to fixing the European securities financial infrastructure.
• Access to a personal coach and development budget.
• Flexible employer committed to a culture of empowerment and openness.
• Strong focus on hiring passionate and decent people.