Werkstudent Customer Success & Nutzeraktivierung (m/w/d)

Wealthpilot

München permanent

Posted: December 11, 2025

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Quick Summary

The job involves managing customer relationships and providing personalized financial services to clients, with a focus on delivering a seamless digital experience.

Required Skills

Customer Service User Onboarding Cloud-Based Systems Digital Transformation Financial Management SaaS Platforms Accessibility Awareness

Job Description

wealthpilot is one of the leading cloud-based software providers for hybrid wealth management. Founded in 2017 and with headquarter in Munich, Germany, its vision is to allow everyone to manage their financial life and reach their financial goals. The Software as a Service (SaaS) platform automatically aggregates, analyses, and plans all financial assets, enabling the financial service industry to offer a scalable, trustworthy, and easy-to-understand digital client experience, combined with personalized professional expertise. The future of wealth management is digital. And personal. In case of equal suitability, applicants (m/f/d) with a disability will be considered preferentially. If you have any questions regarding the accessbility of our office, please contact us by e-mail.

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