Take manual out of wealth management with custom automation designed for your existing processes.
Montreal, Quebec
Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly. Every player in the financial industry is experiencing digital transformation in their own way, and Mako uses this principle as its North Star. Mako's mission is to democratize the digitalization of wealth management by providing each firm with a cloud solution adapted to its unique workflow processes, and delivering it at a disruptively lower cost. Mako Fintech is headquartered in Montreal, Canada, and led by a team of finance and technology experts.
Remote · Canada
The associate will own customer relationships, drive platform adoption, and identify opportunities for business process automation. They will also conduct regular performance reviews and collaborate with sales to manage account growth and churn risks.
Remote · Montréal, Quebec, Canada, Toronto, Ontario, Canada, Vancouver, British Columbia, Canada
The role focuses on onboarding new clients by writing JSON templates and adjusting PDF forms to ensure a smooth transition to the SaaS platform. Additionally, the engineer provides technical support for enterprise customers and contributes to product improvements and documentation.
Remote · Montreal, Quebec, Canada, Toronto, Ontario, Canada, Vancouver, British Columbia, Canada
The role involves executing regression tests and automating test frameworks to ensure software quality before release. The specialist will collaborate with engineering and product teams to develop test plans and track defects.
Remote · Canada
Support post-launch clients by analyzing technical issues, managing inbound communications, and implementing client requirements through JSON templates. Collaborate with the Customer Success team to provide technical documentation and recommend product improvements.
Hybrid · Canada
Manage full-cycle recruitment, employee relations, and HR administration while maintaining company culture and compliance. Additionally, support operations through department forecasting, resource planning, and project reporting.
Hybrid · Montréal
Manage end-to-end HR functions including recruitment, employee relations, and payroll while maintaining company culture. Oversee operational tasks such as resource planning, department forecasting, and corporate travel coordination.
Remote · Montréal, Quebec, Canada
The role involves ensuring post-launch clients are well supported by creating necessary documentation and acting as the first point of contact for client communication. Primary tasks include assisting with client requirements by writing JSON templates and adjusting PDF forms, and supporting clients by analyzing technical issues and bug reports.
