Werkstudent Customer Success (m/w/d) – Onboarding & Enablement
wealthpilot GmbHMunich, Bavaria, Germany
Posted October 28, 2025
Part Time
About the Company
WealthPilot Financial is a client-focused financial advisory firm that empowers individuals and families to navigate life's uncertainties through comprehensive investment, retirement, estate, business, risk management, tax, charitable, and education planning. Our experienced Wealth Strategists provide personalized solutions to help clients accumulate, preserve, protect, and pass wealth, ensuring a secure future regardless of personal or professional challenges. As registered representatives of LPL Financial, we offer securities and advisory services across multiple states.
Job Description
wealthpilot is seeking a Customer Success Assistant to support their Customer Success team with onboarding and enablement activities. This role involves maintaining customer accounts, conducting check-ins, managing usage, and supporting campaigns. The position offers learning opportunities and a flexible working environment with remote possibilities.
Requirements
- Interest in FinTech, SaaS, or digital customer management
- Structured and proactive work style with teamwork
- Communication skills and a good sense of people
- Initial experience in a customer environment or project work is advantageous
- Very good German skills to monitor German-speaking customers
Benefits
- Deep insights into strategic B2B customer management
- Collaboration with an experienced Customer-Success and Account team
- Flexible working hours
- Personal Mentoring
- Development opportunities
- Individual benefits (EGYM Wellpass and Germany ticket)
