Mako Financial Technologies
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.
Solutions Engineer
February 26
Mako Financial Technologies
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.
📋 Description
• Customer onboarding: Working closely with the Manager, Solutions Engineering, you’ll transform new clients into satisfied users of our product • Onboard new clients by writing JSON templates to encode form logic, and adjusting PDF forms to match JSON templates • Provide technical support for enterprise customers you’ve onboarded • Contribute to Mako’s success with documentation, recommendations on process improvements, and recommendations on new product features.
🎯 Requirements
• Educational background in computer science, math, physics or engineering • Basic coding and debugging skills, such as Python, VBA, JavaScript, etc. • Strong organizational, time-management and communication skills • Takes initiative and acts proactively • Insight into how to make processes more intuitive and user-friendly • Bilingual (English/French) an asset • Experience in financial services an asset.
🏖️ Benefits
• High-end Mac or PC laptop, and $1000 budget to outfit your home office • Blazing fast career growth: SE's have been promoted to Senior SE, Manager or Sales Engineer within a few months of joining • Equity in a fast-growing start-up • Gold-plated health and wellness benefits • Extensive vacation policy • Amazing team of intelligent, passionate and friendly individuals who continuously push each other to do better.
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