Permanent contract · Paris (hybrid) · Salary based on experience + BSPCE
About Equisafe
Equisafe is building the European investment distribution network on on-chain rails: regulated infrastructure (banking, compliance, tokenization) delivered white-label, connecting issuers and professional distributors. €400M+ invested, 10,000+ investors onboarded, 70+ fundraises completed. We are now launching Equisafe Market, the network's marketplace.
The role
You are the point of contact for the 10,000+ end investors who invest through our clients' platforms. Halfway between customer success and operations, you guarantee a private-banking-grade experience: smooth onboarding, fast answers, frictionless operations. The end investor's experience drives our B2B clients' retention: your role is central.
What you will do
- Run day-to-day investor support: questions on subscriptions, KYC, transfers, platform access, reporting
- Drive investor onboarding (KYC/KYB) in coordination with compliance
- Support investment lifecycle operations: subscriptions, capital calls, distributions, corporate actions
- Build and improve customer service processes: knowledge base, FAQ, self-service journeys, automations
- Track satisfaction and resolution metrics, and keep improving them
- Be the investor's voice internally: surface pain points to product and ops
Who you are
- 2 to 5 years of experience in customer success, premium client service or middle office, ideally in fintech, private banking or asset management
- Excellent written and spoken communication, in French and English
- Rigorous and empathetic: you handle money matters, so precision and tone both count
- Comfortable with regulatory processes (KYC, AML) or ready to ramp up fast
- Continuous improvement mindset: you don't just answer tickets, you reduce their volume
Nice to have
- Knowledge of private market investment products