The Company:
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A general finance company that combines digital banking and investment tools is hiring for an Account Manager to join their fast-growing team in Marbella, Spain. They operate in over 100 countries and provide a secure platform for people and businesses to manage their money and digital assets.
The Role:
This is a high-level service role for important clients. The Account Manager acts as a personal contact, helping users manage their accounts and ensuring they receive a top-quality experience similar to private banking.
What You’ll Be Doing:
- Serve as the primary point of contact for assigned client accounts
- Build and maintain strong, long-term client relationships
- Guide clients through onboarding, including account setup and platform usage
- Monitor client activity proactively to anticipate needs and resolve issues
- Manage inbound client communication and ensure timely, high-quality responses
- Identify cross-sell and upsell opportunities in collaboration with Business Development
- Convert inbound leads into active, retained clients
- Work closely with Compliance to ensure KYC/AML standards are met
- Partner with Product and Operations teams to relay client feedback and improve services
- Maintain accurate records and reporting within HubSpot CRM
- Analyse client data and performance metrics to identify trends and opportunities
- Recommend improvements to workflows, communication processes, and client experience
Requirements:
- Experience: 2+ years in Fintech/Crypto or 4+ years in professional finance roles.
- People Skills: Experience working with high-value clients and building long-term trust.
- Basic Knowledge: A good understanding of how trading and financial markets work.
- Software: Experience using tools like HubSpot or Zendesk.
- Communication: Able to explain complicated money topics in very simple English.
- Education: A university degree in Business, Finance, or a similar subject.
Salary : €5,000 – €6,000 per month + bonuses. xcskxlj
Logistics : On-site in Marbella, Spain.