
11 - 50 employees
Founded 2018
💳 Fintech
☁️ SaaS
💸 Finance
💰 Seed Round on 2021-08
Fintech • SaaS • Finance
Mako Financial Technologies is a company specializing in digital onboarding, workflow automation, and client engagement for the wealth management industry. Mako automates onboarding and administrative processes to enhance client experiences, streamline operations, and ensure compliance for portfolio managers, fund managers, investment dealers, and financial institutions. They offer customizable solutions that preserve firms' unique processes and branding while reducing manual effort, particularly in document handling and Know Your Customer (KYC) processes. Mako aims to transform traditional wealth management processes by implementing state-of-the-art security, reducing client onboarding time, and minimizing costs and risks.
🕒 March 1
🗣️🇫🇷 French Required
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11 - 50 employees
Founded 2018
💳 Fintech
☁️ SaaS
💸 Finance
💰 Seed Round on 2021-08
Fintech • SaaS • Finance
Mako Financial Technologies is a company specializing in digital onboarding, workflow automation, and client engagement for the wealth management industry. Mako automates onboarding and administrative processes to enhance client experiences, streamline operations, and ensure compliance for portfolio managers, fund managers, investment dealers, and financial institutions. They offer customizable solutions that preserve firms' unique processes and branding while reducing manual effort, particularly in document handling and Know Your Customer (KYC) processes. Mako aims to transform traditional wealth management processes by implementing state-of-the-art security, reducing client onboarding time, and minimizing costs and risks.
• Assist the customer success team in analyzing and implementing client requirements by writing JSON templates to encode form logic, and adjusting PDF forms to match JSON templates. • Act as the first point of contact for all in-bound communication from post-launch clients. • Support clients by analyzing any technical issues and bug reports. • Contribute to Mako’s success with documentation, recommendations on process improvements, and recommendations on new product features.
• Educational background in computer science, math, physics or engineering. • Basic coding and debugging skills, such as Python, JavaScript, etc. • Excellent documentation and writing skills. • Enthusiasm and great communication skills. • Excellent customer service skills. • Ability to learn and retain technical knowledge quickly. • Experience in the wealth management industry is an asset. • Bilingual (English/French) is an asset. • Experience with Jira, Github, and Agile methodology is an asset.
• Equity in a fast-growing start-up • Gold-plated benefits • An internal “unlimited vacation policy” • High-end Mac or PC laptop • $1000 budget to outfit your home office
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