Client Success Manager

2 weeks ago

Solna Municipality, Sweden Jobbs On Sweden AB Full time

Established in 2018, Swimbird stands at the forefront of Wealth-Tech innovation. Located in the heart of Stockholm, our office is the epicenter for pioneering financial technology. Our flagship Swimbird Portfolio Platform (SWIP) delivers real-time, tailored portfolio management solutions, supporting diverse financial instruments and client needs across global markets. As we continue to scale, we are looking to enrich our dedicated team with a Client Success Manager who will ensure our clients thrive using our services.

What you will be doing

As a Client Success Manager, you will play a crucial role in onboarding and implementing new clients onto our platform, providing them with the necessary support to navigate their investment queries. Your responsibilities will include:

  • Facilitating onboarding and implementation processes for new clients.
  • Supporting existing clients with administrative issues concerning their investments.
  • Leading initial meetings with new clients to understand and drive their success.
  • Capturing client requirements during discussions and collaborating with the tech team to address these needs.
  • Assisting both the client and sales teams with analytical tasks.
  • Testing new functionalities within the platform to enhance user experience.

What we are looking for

  • A minimum of a high school diploma and one year of relevant work experience.
  • A problem solver that cantake own initiatives to move client experience forward.
  • A passion for tech.
  • A strong interest in the financial market
  • Fluency in both Swedish and English is essential.
  • Excellent customer service skills, eagerness to learn, and thrive in a fast-paced startup environment.

Desirable

  • Experience in customer service, particularly within the finance sector.
  • Knowledge of private banking, and experience managing significant investor accounts.

What we offer

  • A vital role where you can grow and make a difference in an innovative company.
  • A flexible and stimulating work environment in a team that values your input.
  • Benefits such as in-office training sessions and inspiring breakfast meetings.

Application

Are you ready to advance your career with us at Swimbird? Please submit your application including your resume and a cover letter today. We conduct interviews on a rolling basis and will fill the position as soon as we find the right candidate.

Become part of our success story - we look forward to your application to Swimbird


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