Finary
Finary is a comprehensive wealth management application that allows users to track, optimize, and grow their personal and professional assets. With Finary, users can manage all their investments, including real estate, stocks, and cryptocurrencies, in one place. The platform offers personalized financial advice, tools for budget optimization, and insights into investment diversification. Finary also provides features for buying and selling cryptocurrencies, managing savings, and generating passive income through crypto investments. The app prides itself on security, offering read-only access to financial accounts and encrypting all data. It serves over 450,000 users, helping them to monitor and enhance their financial portfolios efficiently and securely.
finance • investissement
11 - 50 employees
💳 Fintech
Customer Success Manager
3 days ago
Finary
Finary is a comprehensive wealth management application that allows users to track, optimize, and grow their personal and professional assets. With Finary, users can manage all their investments, including real estate, stocks, and cryptocurrencies, in one place. The platform offers personalized financial advice, tools for budget optimization, and insights into investment diversification. Finary also provides features for buying and selling cryptocurrencies, managing savings, and generating passive income through crypto investments. The app prides itself on security, offering read-only access to financial accounts and encrypting all data. It serves over 450,000 users, helping them to monitor and enhance their financial portfolios efficiently and securely.
finance • investissement
11 - 50 employees
💳 Fintech
📋 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.
🎯 Requirements
• 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
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