Customer Success Specialist | Madrid
Monex specialises in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.
In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.
By combining integral reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.
Our corporate client experience is further enhanced by our dedicated sector expertise across a range of industries.
Department Overview
The Customer Success Department is responsible for ensuring a seamless and efficient client journey, from initial onboarding through to long-term relationship management. The function plays a crucial role in delivering a service that is both high-touch and scalable, embedding operational efficiencies through automation, scripted interactions, and CRM-driven workflows.
Customer Success is designed to bridge the gap between Sales, Compliance, and Operations, ensuring a structured and customer-centric handover. The department supports new clients in navigating the onboarding process, proactively resolving potential bottlenecks, and ensuring regulatory requirements are met without unnecessary delays or friction. It also serves as an ongoing point of contact for clients, ensuring their needs continue to be met long after onboarding.
The department reports
📌 Customer Success Specialist (Madrid)
🏢 Monex
📍 Madrid