Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. The latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.
We’re based in Berlin but are also open to hiring remotely in Germany or Estonia for this role. If you’re currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

YOUR MISSION: ENABLE EUROPE’S LEADING FINTECHS TO DELIVER FLAWLESS INVESTMENT EXPERIENCES

• Provide exceptional support to our B2B clients via email, slack and phone.
• Help our clients running their business by supporting them with any operational issues they might encounter.
• Informing clients pro-actively of any and all issues or events related to our service.
• Solve problems with calmness, creativity, and a client-first attitude.
• You are an advocate for the interests of the client and their end-users internally.

BUILD AND DELIVER A FIRST-CLASS CLIENT EXPERIENCE

• Contributing to desk building projects to assist in building out the Client Experience function.
• Working within our SLA’s, identifying constant points for improvement
• Conducting daily admin checks to ensure smooth BAU
• Building relationships with client counterparts to create strong connections between Upvest and its clients.
• Participating in periodic check-ins with clients

Please refer the Job description for details