At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

What you’ll do:

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 and administrative 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.

Set new standards in collaboration and communication

• You take an active role in setting new standards for client communication, both internally and externally.

• Working cross-functionally with operations, product and engineering teams to resolve client requests.

• Creating and maintaining the Client Experience knowledge and process base.

What you bring:

• You are excited about technology and investments and want to start your career at one of the fastest growing Fintechs in Europe.

• You are looking to build experience in client-facing roles ( within Fintech, investments, banking or a similar industry.)

• You have demonstrated communication and organisation skills, are able to communicate well with different stakeholder groups, and are familiar with working within SLAs.

• You have a client-first mindset and understand how to solve our clients’ problems pragmatically and efficiently.

• You love solving problems with a self-serve approach and enjoy working closely with clients, subject matter experts, and internal teams.

• You are proactive in coming up with improvements, acting as a sparring partner for Client Experience management, addressing questions and raising issues early.

• You thrive in a setup where you can work autonomously, grow your knowledge of financial markets and have the opportunity to contribute to the building of Upvest’s best-in-class Client Experience function.

It’s great if you have:

• Have experience working in the financial industry or any other regulated environment.

• Keen interest in the fintech space, specifically trading and investment. Awareness of companies and trends within this space.

• Have a background in Business Administration, Finance, Economics, or adjacent fields.

• You have previous experience within Zendesk, or a similar CRM.

How we Upvest in you:

• Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.

• Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.

• Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.

Our Values:

• Make it easy for others. We simplify the complex and act with the best intentions

• Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.

• Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.

• Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.