About the role:
As a Client Success Trainee, you embark on an exciting learning journey, gaining hands-on experience in supporting clients and ensuring their success with fundcraft’s platform. In this entry-level role, you assist the Client Success unit with day-to-day operations, helping to manage client needs, track requests, and ensure seamless product delivery. Through mentorship and guided training, you will develop a strong understanding of client success processes, including onboarding, client communication, and basic troubleshooting.
This role offers an excellent opportunity for professional growth, allowing you to gain exposure to various aspects of client management, project coordination, and platform functionality. You will collaborate closely with experienced Client Success Managers and internal departments, learning to effectively assist clients, contribute to their satisfaction, and play a key role in delivering outstanding digital fund operations.
This position is based in Girona, Spain and reports directly to the Client Success Senior Associate.
Key Responsibilities:
- Assist the Client Success team in managing day-to-day client interactions.
- Help track client requests and ensure they are properly assigned to relevant internal departments such as Transfer Agency (TA), Accounting, or Compliance for resolution.
- Learn to monitor client health metrics and gather feedback to understand client needs, satisfaction levels, and areas for improvement.
- Assist with the creation and updating of client success materials, including user guides, FAQs, and training resources.
- Participate in internal meetings, taking notes, preparing agendas, and helping coordinate action items to ensure client deliverables are met on time.
- Learn and maintain a growing understanding of the fundcraft platform, eventually providing basic troubleshooting and support to clients.
- Collaborate with the Client Success team to update records and maintain accurate documentation of client interactions and deliverables.
- Engage in training sessions and mentorship opportunities, developing the skills needed for client management, communication, and project coordination.
Requirements
- Currently pursuing or recently completed a degree in Business, Finance, Economics, Management, or a related field.
- Interest in the financial services industry, especially digital fund operations and client-facing roles.
- Strong communication skills (written and verbal) in English; additional languages are a plus.
- Detail-oriented and well-organized, with the ability to track multiple tasks and priorities.
- Eager to learn and comfortable working in a fast-paced, dynamic environment.
- Proactive attitude with a willingness to take initiative and support the team.
- Basic analytical skills to help interpret client feedback and data (e.g., understanding client health metrics).
- Team player, open to feedback and mentorship.
- Tech-savvy and comfortable learning new digital platforms and tools.
- No prior full-time experience required; internships or part-time roles in customer success, operations, or project support are a plus.
- Exposure to or interest in financial services, SaaS platforms, or client-facing environments is desirable.
Other Requirements
- Availability to be based in Girona, Spain.
- Legal right to work in Spain (work permit or EU citizenship/residency).
- Willingness to grow within the role, with potential for longer-term development within the company.
Benefits
- Join a culture that celebrates creativity and welcomes innovative, disruptive ideas, empowering you to make a real impact.
- Immerse yourself in a fast-paced, diverse workplace where you'll have the chance to collaborate and learn from specialists across various fields, fostering personal and professional growth. Embrace automation and seamless tech integration in your workflows
- , while our platform boosts operations through tech leverage, ensuring you stay ahead of the curve and updated with new technologies.
- Work in a comfortable, ergonomic environment within our spacious, modern offices where you can enjoy daily fresh fruit and coffee!
- Monthly afterworks organised by the company to unwind and strengthen team connections.
