About the role:

As a Client Success Trainee, you embark on an exciting learning journey, gaining hands-on experience in supporting clients and ensuring their success with fundcraft's platform. In this entry-level role, you assist the Client Success unit with day-to-day operations, helping to manage client needs, track requests, and ensure seamless product delivery. Through mentorship and guided training, you will develop a strong understanding of client success processes, including onboarding, client communication, and basic troubleshooting.

This role offers an excellent opportunity for professional growth, allowing you to gain exposure to various aspects of client management, project coordination, and platform functionality. You will collaborate closely with experienced Client Success Managers and internal departments, learning to effectively assist clients, contribute to their satisfaction, and play a key role in delivering outstanding digital fund operations.

This position is based in Girona, Spain and reports directly to a Client Success Manager.

Key Responsibilities:





Assist the Client Success team in managing day-to-day client interactions
Help track client requests and ensure they are properly assigned to relevant internal departments such as Transfer Agency (TA), Accounting, or Compliance for resolution
Learn to monitor client health metrics and gather feedback to understand client needs, satisfaction levels, and areas for improvement
Assist with the creation and updating of client success materials, including user guides, FAQs, and training resources
Participate in internal meetings, taking notes, preparing agendas, and helping coordinate action items to ensure client deliverables are met on time
Learn and maintain a growing understanding of the fundcraft platform, eventually providing basic troubleshooting and support to clients
Collaborate with the Client Success team to update records and maintain accurate documentation of client interactions and del

📌 Client Success Trainee (Gerona)
🏢 Fundcraft
📍 Gerona