Graduate Customer Success Manager CSM - Fintech

Graduate Customer Success Manager wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm.

Company: Wealth Dynamix

Location: London / Hybrid

Start Date: May 2026

Would you like to join one of the fastest-growing FinTech firms in Europe? We are looking for an analytical self-starter with experience in Customer Success within software delivery. If you are passionate about digital transformation and keen to learn about delivering the market-leading Client Lifecycle Management solution to the Wealth Management industry, apply now!

About the Company

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

As a Graduate Customer Success Manager at Wealth Dynamix, you will undergo full training in Wealth Dynamix software solutions and play a key role in delivering digital transformation solutions to clients in the wealth management industry. This role offers the opportunity to work across various project stages, from defining the solution, configuring the product to meet client needs, and delivering and supporting clients through the implementation process. You will gain valuable experience in both client-facing and technical aspects of software consultancy while developing expertise in Wealth Dynamix products.

Responsibilities

• Support the onboarding of new clients and the implementation of new features for existing clients, ensuring a smooth transition and high customer satisfaction.
• Develop a deep understanding of Wealth Dynamix software solutions, becoming a trusted resource for clients.
• Assist with setting up trial platforms for new prospects and clients.
• Support clients in importing their data and configuring specific areas of the Wealth Dynamix platform based on their needs.
• Run demonstrations for new prospects and existing clients, showcasing product features and benefits.
• Liaise with trainers to support client training sessions, and when required, deliver training directly to clients.
• Work closely with the product team to stay up to date with new features and updates in Wealth Dynamix products.
• Uphold security best practices to protect systems, data, and people.
• Maintain the Client Success platform by contributing to the creation of new knowledge base articles, help sections, and training materials to assist clients in navigating the platform.

Benefits & Opportunities

This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available. With a global client base, the role offers an opportunity to experience a wide variety of digital transformation projects—each with their own unique requirements and opportunities. We take career progression seriously, with investment into new and existing employee learning and development. You will learn a lot with exposure to multiple complex client needs.

Profile

Interest in FinTech/Wealth Management: With experience as a CSM, you should have a genuine interest in FinTech or Wealth Management, or be eager to learn and engage with the industry proactively.

Stakeholder Management: Ability to work effectively with a range of stakeholders, both internal and external.

Mindset & Core Skills

• Curiosity & Learning: Naturally curious with a strong desire to ask questions and deepen your understanding of the Wealth Dynamix solutions and the client’s needs.
• Team-Oriented: A collaborative team player who understands the importance of contributing to collective success.
• Communication Skills: Excellent communication skills, with the ability to adapt your style depending on the audience—whether it's running product demonstrations, writing documentation, or collaborating with internal teams.
• Agile Methodology: Understanding of tools and methodologies used in an agile software delivery process, with a focus on flexibility and iterative improvement.
• Self-Starter: A proactive approach to self-learning, constantly looking for ways to add value to clients, teams, and the broader business.

We believe we offer career‑defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.