Senior Client Experience Manager, German Speaking

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🕒 May 6

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Upvest

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💳 Fintech

🤝 B2B

💸 Finance

Fintech • B2B • Finance

Upvest is a financial technology company that offers an Investment API designed to help businesses create seamless investment experiences for their customers. They specialize in a range of services including portfolio management, fractional investing, securities custody, and crypto custody, enabling users to invest in stocks, ETFs, and more with ease. Their platform allows for rapid account creation, instant trade execution, and comprehensive reporting, making it a robust solution for modern investment needs.

📋 Description

• Take full ownership of day-to-day operational relationship management • Oversee exceptional support delivery via Zendesk, Slack and weekly check-ins • Manage our Service Level Agreements (SLAs) • Serve as the chief internal advocate for client interests and queries • Set the standards for client communication • Become part of the success story of Upvest (as a shareholder!)

🎯 Requirements

• 6+ years of experience in client-facing roles within investments or banking • Professional fluency in German and English • Proficiency in AI tooling is a significant advantage • Deep familiarity with the financial industry or regulated environments • Previous experience with or strong interest in software-/infrastructure-as-a-service products • A "client-first" mindset with the ability to solve problems pragmatically and efficiently • Proactive approach to mentoring and thriving in an autonomous, high-growth setup

🏖️ Benefits

• 30 days of annual leave • Sports benefits • Confidential professional coaching • Flexibility to work remotely abroad for up to 183 days a year • One-month fully paid sabbatical after every 4 years of working at Upvest • Personal development budget