Financial Services Onboarding Specialist

hace 4 semanas


Barcelona, Barcelona, España Penta A tiempo completo
About Penta:
Penta, a dynamic fintech company based in Europe, aims to revolutionize day-to-day banking for small and medium-sized enterprises (SMEs) and freelancers. Our innovative online business account combines invoicing, bookkeeping, and spend management tools, making financial operations easier and more efficient. With our highly reactive 24/7 customer support and transparent pricing, we have established ourselves as the leader in our market.

Our Journey: Founded in July 2017, Penta has gained rapid trust from over 500,000 customers across the globe. Our team of 1,600+ passionate individuals is committed to fostering a welcoming environment where everyone can thrive. We prioritize diversity with 50% international team members, 44% women, and 20% parents. Join us in shaping the future of financial services.

About the Role: As a Customer Care Onboarding Specialist, you will play a vital role in delivering an exceptional onboarding experience for Italian clients. Working closely with Francesca, our experienced team lead, you will ensure seamless account opening processes while maintaining high standards of customer satisfaction and compliance. This role involves guiding clients through the account setup process, optimizing conversion rates, contributing to CSAT score improvement, participating in process optimization projects, and collaborating with team members to enhance overall efficiency.

What You Can Expect:
  • Work in a fast-paced, collaborative fintech environment supporting prominent clients.
  • We encourage critical thinking and idea sharing for process improvement.
  • An international work environment with colleagues from diverse backgrounds.
  • A supportive team that fosters growth and development.
  • Daily meetings and problem-solving sessions promoting a culture of continuous improvement and autonomy.


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