Fintech Client Service Advisor

Published on 18/02/2026

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Working time
Type of contract
Spoken languages
FR , EN
Professional experience
Educational level
Remote working

KEY RESPONSIBILITIES

  • Act a 1st line of support with customers and third-party providerson a daily basis, leading every aspect of on-boarding and integrations - both from a project management perspective (communication, planning, coordination, follow-up) and a business analysis perspective (understanding, elicitation, formalization of functional and technical requirements) - in order to ensure the highest level of customer satisfaction.
  • Work hand in hand with sales, product and IT teams tocoordinate customer onboarding, requests, and assist customers with account setup, configuration, and updates.
  • Improve processes and best practiceswithin the function.
  • Define / validate andimplement procedures and processesof the function, based on the available policies and other documents.
  • Collaborate with other departments, such as sales, marketing, and product development,to ensure a seamless customer experience and identify leads for cross-selling products.
  • Maintain accurate records of customer interactionsand transactions.
  • Create Service Delivery Reporton customer support metrics, such as response times, issue resolution rates etc…
  • Handle complaints on any major incidents, with customers


REQUIREMENTS

  • Degree in a related field such asfinance, business, or technologyis preferred;
  • Strong knowledge of financial technologyand the fintech industry with the ability to understand and explain technical concepts to a technical audience as well as C-levels.
  • Open Banking knowledgewould be considered an asset
  • 3 to 5 years of experiencein Client Care/Support in a technology intensive department, preferably in the financial sector
  • Analytical and problem-solving skills, great attention to detail
  • Outstanding verbal and written communication– you are fluent in French and English. Additional languages would be considered as an asset
  • You are autonomous, flexible, enthusiast and team player
  • Strong organizational skills and ability to coordinate and manage multiple tasks and activitiessimultaneously
  • Customer satisfaction andquality oriented
  • Comfortable within a start-up environment, with ademonstrated entrepreneurial spirit
  • Comfortable knowledge in new technologies, API, coding, AI…


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Fintech Client Service Advisor

 
 
 
 

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