About the job
At Upvest, we are dedicated to transforming the investment landscape by making investing as effortless as everyday spending. Our platform empowers businesses to seamlessly integrate a diverse array of investment products, delivering exceptional capital market investment and retirement planning experiences. With Upvest’s Investment API, fintech companies and financial institutions can optimize their resources and focus on their core operations.
We proudly collaborate with Europe’s top fintechs and financial institutions, including DKB, Revolut, N26, and Raisin. Founded in 2017 by Martin Kassing, Upvest has grown to encompass over 270 talented professionals from more than 70 nationalities. We are supported by prestigious investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.
Your Responsibilities:
Facilitate flawless investment experiences for Europe’s leading fintechs
Deliver outstanding support to our B2B clients through email, Slack, and phone communications.
Assist clients with operational and administrative challenges they may encounter in their business.
Proactively inform clients about any issues or events affecting our services.
Approach problem-solving with composure, creativity, and a client-first mindset.
Act as an advocate for the interests of the client and their end-users within our organization.
Deliver an exceptional client experience
Contribute to projects aimed at enhancing the Client Experience function.
Work within established SLAs, identifying continuous improvement opportunities.
Conduct daily administrative checks to ensure smooth business-as-usual operations.
Build strong relationships with client counterparts to strengthen connections between Upvest and its clients.
Establish new benchmarks in collaboration and communication
Take an active role in defining new standards for client communication, both internally and externally.
Collaborate cross-functionally with operations, product, and engineering teams to address client requests.
Create and maintain the Client Experience knowledge and process database.

