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For Companies At a Glance
- Tasks: Onboard clients, support platform features, and run product demos.
- Company: Join a leading FinTech firm transforming wealth management.
- Benefits: Career progression, exposure to digital projects, and a dynamic work environment.
- Why this job: Be part of innovative solutions in a fast-growing industry.
- Qualifications: 1-3 years in a related role and bilingual in English & French.
- Other info: Collaborate with diverse teams and enhance your skills in FinTech.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Dynamix is a leading FinTech firm helping wealth management and private banking clients with innovative digital CLM solutions. We’re looking for a highly motivated Junior Technical Customer Success Manager to support onboarding, training, and platform support for our global client base.
Responsibilities:
- Onboard new clients and implement new features, ensuring smooth transition and high satisfaction.
- Support client data import and configuration of Wealth Dynamix platform based on client needs.
- Run product demonstrations for prospects and existing clients.
- Collaborate with product team to stay up to date with new features and updates.
- Maintain knowledge base articles, help sections, and training materials.
Qualifications:
- 1-3 years’ experience as a Business Analyst, Product Owner, or Technical Customer Success Manager.
- Interest in FinTech/Wealth Management; genuine curiosity to learn industry.
- Stakeholder management: work effectively with internal & external partners.
- Professional bilingual English & French.
Benefits & Opportunities:
- Fast-growing FinTech environment with excellent career progression.
- Exposure to wide variety of digital transformation projects and complex client needs.
Junior Technical Customer Success Manager - Fintech employer: Wealth Dynamix
Contact Detail:
Wealth Dynamix Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Technical Customer Success Manager - Fintech
✨Tip Number 1
Network like a pro! Reach out to people in the FinTech space on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that Junior Technical Customer Success Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions related to customer success and technical support. We recommend doing mock interviews with friends or using online platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for FinTech! During interviews, share your insights about the industry and any relevant projects you've worked on. We want to see that genuine curiosity and enthusiasm for the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Junior Technical Customer Success Manager - Fintech
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Junior Technical Customer Success Manager. Highlight any relevant experience in onboarding, training, or client support, and don’t forget to sprinkle in some FinTech buzzwords to show you’re in the know!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine curiosity about the FinTech industry and how your background aligns with the responsibilities listed in the job description. Keep it engaging and personal – we want to get to know you!
Showcase Your Communication Skills: As a Junior Technical Customer Success Manager, communication is key. In your application, demonstrate your ability to convey complex information clearly. Whether it’s through your CV or cover letter, make sure your writing is concise and professional.
Apply Through Our Website: We love it when candidates apply directly through our website! It helps us keep track of applications better. Plus, it shows you’re genuinely interested in joining our team at Wealth Dynamix. So, don’t hesitate – hit that apply button!
How to prepare for a job interview at Wealth Dynamix
✨Know Your FinTech Stuff
Make sure you brush up on your knowledge of the FinTech industry, especially wealth management. Familiarise yourself with common terms and trends, as well as Wealth Dynamix's specific offerings. This will show your genuine curiosity and help you connect better during the interview.
✨Showcase Your Technical Skills
As a Junior Technical Customer Success Manager, you'll need to demonstrate your technical prowess. Be prepared to discuss any relevant experience you have with onboarding clients, data import, or platform configuration. Bring examples of how you've successfully supported clients in the past.
✨Practice Stakeholder Management Scenarios
Since stakeholder management is key for this role, think of examples where you've effectively collaborated with internal or external partners. Prepare to discuss how you handled challenges and maintained strong relationships, as this will highlight your ability to work well with others.
✨Prepare for Product Demos
Running product demonstrations is part of the job, so be ready to showcase your presentation skills. Consider practising a mock demo of a product or feature you’re familiar with. This will not only boost your confidence but also demonstrate your ability to engage clients effectively.
