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Finary

Care Operations

Finary

Owning complex client cases that AI cannot solve, ensuring client trust and satisfaction. Collaborating with Product and Engineering to enhance financial solutions at Finary.

Posted 4/16/2026full-timeRemote • 🇪🇺 Anywhere in EuropeMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • You own the hardest cases. The ones AI can't solve, the ones where a client's trust hangs on what happens next. Across brokerage, life insurance, crypto, and wealth management — you investigate, resolve, and close the loop.
  • You make the system learn. Every edge case you solve becomes a procedure. Every procedure becomes an AI resolution path. Every resolution path means one fewer case that needs a human. Your job gets harder over time — because the easy stuff keeps disappearing.
  • You shift from reactive to proactive. Today's entry point is "client writes, we respond." Tomorrow's is "system detects a signal, triggers a workflow, contacts the client before they even notice the problem." You help build that future — not in theory, but in your daily work.
  • You set the bar for how Finary feels. When a client reaches a human, the stakes are already high — their money, their trust, their patience. You own the quality of that moment. Not just solving the problem, but how the client feels when it's solved.
  • You're the bridge to Product & Engineering. When you see the same root cause twice, you don't just write a playbook — you surface it as a product fix. You're the voice of the client in technical decisions, and you make sure systemic issues get fixed at the source, not patched in support.

Requirements

What you’ll need
  • Have experience in Operations, Technical Support, or Customer Expert roles
  • Excel at investigating complex, ambiguous problems — and turning the solution into something reusable
  • Use AI as a daily work multiplier
  • Communicate with clarity and empathy, especially when stakes are high
  • Care deeply about how a client *feels* after an interaction — not just whether the ticket was resolved
  • Collaborate naturally with Product and Engineering — you translate customer pain into technical specs, not just complaints
  • Are comfortable with APIs, data flows, and frontend/backend logic (you don't need to code, but you need to understand how things connect)
  • Are genuinely curious about fintech, investing, and wealth management
  • Are fluent in French and English

Benefits

Comp & perks
  • A high-performing team
  • Ownership
  • Impact that matters
  • A hybrid setup
  • Competitive compensation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
investigating complex problemsAI utilizationAPIsdata flowsfrontend logicbackend logic
Soft Skills
clarity in communicationempathyclient relationship managementcollaborationcuriosity