Customer Care Specialist, Finary

Salary not provided

Mid level

Paris

Remote from France

More information about location

Financial portfolio tracking platform

Open for applications

Financial portfolio tracking platform

101-200 employees

FintechB2CBankingPersonal financeInvestingAnalyticsFinancial ServicesSaaSMobile

Open for applications

Salary not provided

Mid level

Paris

Remote from France

More information about location

101-200 employees

FintechB2CBankingPersonal financeInvestingAnalyticsFinancial ServicesSaaSMobile

Company mission

To create a money management platform that empowers a new generation of investors to achieve their goals.

Job

Company

Role

Who you are

Native in French with impeccable grammar & fluent in English
Are genuinely friendly and ambitious. You are attentive to understanding our customer's issues or concerns
3+ years in a customer experience role in a fast-paced environment
Are a team player, are humble, and like to help others grow
Like to take initiative and find new creative solutions to problems
Have good financial knowledge and are an investor yourself
Based in Paris or remote

Desirable

Are comfortable with Intercom
Have experience in Fintech

What the job involves

Provide legendary service to our users. We're talking about the kind of legendary service that earns awards, news coverage, goes viral and most importantly makes people happy. This will take place via email, chat, our forum and video calls
Improve our FAQs, and our internal knowledge base
Work with Product on an ongoing basis to improve Finary
Improve processes to support our growth while keeping a high-quality service

Application process

Screening call with the Hiring Manager
Home assignment, reviewed with the team
Team fit - Meet 4 members of the team
Meet our cofounders
Reference Check & Offer

Our take

Finary is a comprehensive wealth aggregation platform, aimed at a new generation of investors. The company’s portfolio management platform enables investors to track their savings, real estate, crypto, stocks, new investment opportunities, and more from its web/app-based platform.

The company has both free and premium offerings, and tracks billions in assets across its community, providing real-time analytics to empower users with information to guide their own financial futures. Finary also offers over 10,000 integrations, including exclusives like Trade Republic, Interactive Brokers and eToro.

Off the back of a significant investment, the company has been focusing on building a modern private bank out of its platform. By democratizing wealth and investment tracking, Finary is well set to become the go-to portfolio aggregation platform. As it builds its investment services, the success of this new venture remains to be seen.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

19% employee growth in 12 months

Trustpilot (3.4)

Company

Funding (2 rounds)

Feb 2022

$9m

SERIES A

May 2021

$2.5m

SEED

Total funding: $11.5m

Company benefits

Health Insurance
Equity Grant
Flexible Work Environment
Flexible PTO
New MacBook Pro & Other Gear You Need
Quarterly Company Retreats
English or French Lessons

Company HQ

Montreuil, France

Leadership

Mounir Laggoune

(Co-founder & CEO)

Guest lecturer at Sorbonne Universités. Former Country Manager (DACH) at Trainline, and Country Manager (DACH) / Product Manager at Yoopies. Previously worked as a Financial Analyst at Lidl France and at Sanofi. Investor in a variety of companies, including Freetrade, Rollee and Kymono.

Julien Blancher

(Co-founder & CTO)

Founder and former Technical Manager at Web Business Co. Co-Founder and former Head of Infrastructure at RecastAI. Previous Team Lead (Advanced Software Development) at Eutelsat, Head of Infrastructure (SAP Conversational AI) at SAP, and worked as a DevOps Backend Engineer at Yoopies.

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