[Hiring] Customer Success Manager @Finary
Apr 07, 2025 - Finary is hiring a remote Customer Success Manager. đź’¸ Salary: unspecified. đź“ŤLocation: Europe.
Role Description
The role of the Customer Success Specialist is to ensure that every Finary One client experiences a smooth, compliant, and high-end journey—from subscription to digital adoption—while building lasting trust. The CSS plays a key role in ensuring operational efficiency, regulatory compliance, and top-tier client satisfaction.
- Accompany Finary One clients in their investment journey, from subscription to ongoing management, all while ensuring that all steps are fully compliant
- Ensure that customers get an A+ experience while onboarding themselves on the App
- Serve as a central point of contact for clients, advisors and partners on operational or regulatory matters
- Organize high-quality Finary One events (digital or physical) to foster engagement and loyalty
- Supervise and train interns on administrative and compliance-related tasks
- Partner with Product to continuously refine internal processes, always driven by client satisfaction, to reduce delays and improve overall experience
Qualifications
- Have previously worked with demanding, high-value clients in private banking, family offices, or luxury services
- Are able to build trust with clients, partners & advisors, communicates with tact and clarity
- Handle complex workflows with precision, leaving no room for approximation
- Have a deep understanding of financial regulation, CIF rules, KYC/AML processes with a previous experience in banking or wealth management
- Are comfortable explaining digital tools to clients, even to the less tech-savvy ones
- Can organize and manage high-end events
- Are capable of managing juniors/interns and supporting team growth
- Continuously look for ways to streamline, structure, and improve workflows
- Fluent French and English is a must
Benefits
- Working with brilliant people in a motivating and fast-paced environment
- Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance
- Being empowered and trusted to bring and become the best version of yourself
- Gathering at the office or in nice places every 6 weeks
- A competitive compensation package
Company Description
At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance.
Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-site every 6 weeks.
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| đź“Ť | Be aware of the location restriction for this remote position: Europe |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
đź’¸
unspecified
|
Remote
Location
Europe
|
|
Job Type
full-time
|
Posted
Apr 07, 2025
|
| đź“Ť | Be aware of the location restriction for this remote position: Europe |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
