Customer Success & Onboarding Specialist

WealthArc is one of the fastest-growing WealthTech platforms for independent asset managers in Switzerland. Built with modern cloud technologies, we provide the first fully SaaS-based solution designed to simplify and centralize wealth management operations. Our mission is to become the future data hub for the wealth management and private banking and fintech industry. 

We are looking for a Customer Success & Onboarding Specialist who enjoys building long-term client relationships and creating a great customer experience from day one. In this role, you will coordinate onboarding process, support them in getting the most out of our platform, and work closely with teams across product and operations. If you value independence, ownership, and want to grow in a fast-paced environment where technology meets finance - we’d love to meet you. 
 
Responsibilities: 

• Supporting WealthArc clients (wealth managers, family offices, fintechs and private banks) in their day-to-day use of the platform. 

• Guiding new clients through the onboarding process and ensuring a smooth implementation experience.

• Building strong relationships with clients and custodian banks and acting as a trusted point of contact.

• Resolving, tracking, and escalating client requests and issues in cooperation with internal teams.

• Collaborating with Product, Operations, and Data teams to deliver the best customer experience.

• Configuring the platform and supporting clients with system setup and daily workflows.  

• Coordinating data integration and daily data feeds with custodian banks and external partners.

• Conducting online training sessions and helping clients get the most value from the platform.

• Identifying opportunities to improve customer experience and internal processes.

• Occasionally participating in client meetings or business trips (optional).

 
Requirements: 

• 2+ years of experience in Customer Success, Client Support, Onboarding, or a similar client-facing role. 

• Strong communication and relationship-building skills with a customer-oriented mindset.

• Ability to work independently, prioritize tasks, and stay organized in a fast-paced environment.

• Problem-solving attitude and willingness to take ownership of tasks and client requests 

• Strong attention to detail and ability to learn new tools and processes quickly. 

• Analytical thinking and good organizational skills.

• Understanding of financial markets and financial products (equities, bonds, ETFs, FX) 

• Solid computer skills, including Microsoft 365 / Office tools 

• Professional knowledge of English (spoken and written) 

Nice to have: 

• Previous experience in the financial industry, SaaS, FinTech, or WealthTech environment.  

• Practical experience with HubSpot and Jira.

• Understanding of data formats and integrations (e.g. CSV, XML, JSON, SWIFT, SFTP).  

• Good communication in German or French. 

We offer: 

• Access to private medical care (Medicover) and Multisport card to support your health and wellbeing.

• Flexible working hours with a hybrid/remote setup and workation options.  

• Annual training budget plus access to courses and conferences for continuous growth.  

• Fast-paced career growth in a scaling organization with real business impact. 

• Opportunity to work on innovative, tech-driven projects in the financial sector. 

• Flat organizational structure with fast decision-making and minimal bureaucracy. 

• Strong team culture with integration events, offsites, and regular team lunches.  

• Supportive environment of experienced, like-minded people focused on problem-solving and innovation.