Customer Success Manager

Posted 2 Days Ago
Be an Early Applicant
Amsterdam
Mid level
Fintech • Payments • Software • Financial Services
The Role
The Customer Success Manager is responsible for enhancing client relationships and improving operational efficiency. This role serves as the primary liaison between Sales and Compliance teams to meet customer needs while aligning with regulatory protocols, streamlining communication, optimizing the customer journey, and driving client satisfaction.
Summary Generated by Built In

Customer Success Manager | Amsterdam

We are Monex, a specialist in commercial foreign exchange. We offer a range of FX services aimed at corporate and institutional clients to manage foreign exchange exposure and international payments. Our team of experts provides personalized and proactive service, helping clients execute thoughtful FX strategies tailored to their specific business needs.

As part of the Monex SAB de CV financial group, we support over 70,200 clients worldwide, offering local expertise in various regions including the UK, Luxembourg, Canada, and Singapore. Our goal is to empower clients to make better-informed business decisions in a fast-moving and volatile market.

Department Overview

The Middle Office is a critical hub within the company, serving as the operational backbone between client-facing sales teams and regulatory-focused compliance functions.

This department ensures seamless client onboarding, trade processing, risk management, and adherence to regulatory standards. As the firm’s conduit between the Front Office (Sales) and Business Enablement (Compliance), the Middle Office drives operational efficiency, fosters client trust, and mitigates risks in the high-paced FX environment.

Job Overview

The Customer Success Manager is responsible to enhance client relationships, improve operational efficiency, and ensure smooth coordination across internal departments. The CSM will function as the primary liaison between the Sales and Compliance teams, ensuring that customer needs are met while aligning with the firm’s regulatory and operational protocols.

This role is pivotal in streamlining communication, optimizing the customer journey, and driving client satisfaction.

Key Skills & Experience Required

  • Customer-facing roles for 2-5 years, such as Customer Success, Account Management, Sales or Business Development, Customer Support or Technical Support.
  • Experience of working within a regulated financial services firm is highly desirable;
  • Specialized knowledge in the FX industry;
  • Exceptional presentation and communication skills;
  • Experience in training and onboarding clients effectively;
  • Deep understanding of the mechanics within a financial firm between front office and compliance, having an understanding of the world of compliance;

Languages:

    • High standard of oral & written English is mandatory;
    • Fluency in other European languages is desirable.

    If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

    The Company
    HQ: London
    231 Employees
    On-site Workplace
    Year Founded: 2006

    What We Do

    Monex Europe is a specialist in commercial foreign exchange. We offer a range of FX services aimed at corporate and institutional clients to manage foreign exchange exposure and international payments.

    We work with our clients to execute considered FX strategies. Combining a personal and proactive service, our currency specialists will help you choose the right option for your specific business needs.

    Monex Europe Limited is part of the wider financial services group, Monex S.A.P.I. de C.V. (“Monex”), a global investment-grade financial services institution. The group services more than 66,000 clients worldwide. Monex’s team of experienced and professional FX specialists provide local support to corporate and institutional clients in each region of the world.

    Headquartered in London (UK) Monex Europe Limited is an independent subsidiary of Monex Europe Holdings Limited. Monex Europe Holdings Limited operates various subsidiaries in the FX industry, comprising of Monex Europe Limited, Monex Europe Markets Limited, Monex Europe S.A., Monex Canada Inc., MonFX Pte Ltd.; with offices in the UK, Spain, the Netherlands, Luxembourg, Toronto and Singapore.

    Our focus is on helping our clients make better informed trading decisions and stay on top of fast moving, volatile markets. Our FX analysts provide clients with daily FX updates, regular macroeconomic reports and in-depth actionable insights for G10 and Emerging Markets.

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