Client Success Specialist

2 weeks ago

Chicago, Illinois, United States YCharts Full time

Position: Customer Success Associate

Location: Chicago, IL - Hybrid or Remote (EST, CST time zones)

In Office Requirement: 1 day per week in office

The Company:

At YCharts, we believe that creating and implementing an effective investment strategy should be accessible to everyone. The wealth management sector is undergoing significant transformation, and innovative solutions like YCharts are leading the charge for advisors and planners to enhance their operations.

YCharts empowers its users to make informed investment choices and effectively engage with their prospects and clients. Our cloud-based platform equips investment advisors, wealth managers, asset managers, and retail investors with robust research tools, extensive data, captivating visuals, and customizable sales materials.

Thanks to our top-tier software and exceptional support, YCharts has evolved from a fintech startup into a flourishing growth company within the expanding wealth-tech landscape. We proudly serve renowned names in the industry, including John Hancock, TD Ameritrade, Fidelity, and Charles Schwab, and have been recognized as one of the fastest-growing companies.

The Role:

We are looking for Customer Success Associates (CSA) who will focus on education and create outstanding content to foster and sustain relationships with our clients. CSAs utilize their interpersonal skills and financial expertise to assist clients in maximizing their use of YCharts. Additionally, CSAs collaborate across departments to ensure effective client support and management.

This position will involve working with teams from Accounting, Marketing, Product, and Sales to deliver the best possible experience for our clients.

Key Responsibilities:

  • Address customer inquiries related to the YCharts product or their accounts through various communication channels.
  • Assist with troubleshooting data or technical issues, escalating to management when necessary.
  • Act as a client advocate for our product management team.
  • Collaborate with Customer Success Managers to proactively promote product adoption and education during onboarding and re-engagement.
  • Work with Marketing to develop educational content tailored for different customer segments.

Qualifications and Skills:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field.
  • Experience in a support or account management role within the financial services sector.
  • Familiarity with financial statements and investment vehicles such as Equities, ETFs, and Mutual Funds.
  • A genuine interest and curiosity in the financial markets.

Compensation:

  • Base Salary: $55,000 annually.
  • This position is also eligible for an annual bonus based on individual and team performance as well as company success.

Why YCharts?

  • Be part of a rapidly growing fintech company that is shaping the future of investment research and data analytics.
  • Enjoy a collaborative and inclusive work environment that fosters creativity and innovation.

Awards and Recognition:

  • 8x Inc. 5000 Fastest Growing Companies.
  • American Banker's 'Best Fintechs to Work For.'
  • Built in Chicago's Best Places to Work and Best Small Company to Work For.
  • Inc.'s Best Places to Work.
  • Inc.'s Top Regionals: Midwest.
  • Crain's 'Best Places to Work in Chicago.'
  • InvestmentNews' 'Biggest Fintech Innovations.'
  • Technology Tools for Today & Inside Information's Top Tool Advisors Are Thinking About Adding.
  • Kitces Reports Investment Data market leader, #1 most-adopted in the last year, #2 in market share.
  • Business Intelligence Group's Best Places to Work.
  • Hired's Top Employers Winning Tech Talent.
  • RepVue's 'Reppy Award' for Top Rated Chicago Sales Organizations.

Perks & Benefits:

  • Flexible remote options with offices in Chicago and New York.
  • Comprehensive medical, dental, and vision insurance fully covered by the employer.
  • Flexible Spending Accounts for healthcare and dependent care.
  • 401(k) matching program.
  • Paid parental leave.
  • Discounted pet insurance.
  • Generous paid time off including vacation days, paid holidays, sick days, and celebration days.
  • Commitment to diversity, equity, and inclusion.
  • Annual stipend for continued education.
  • Opportunities to participate in committees focused on community and diversity initiatives.
  • Summer hours allowing for early departures during warmer months.

In-Office Benefits:

  • Weekly credits for in-office lunches.
  • Rotating selection of premium coffees.
  • Craft beer, kombucha, and cold brew available on tap.
  • Variety of snacks and beverages to keep you energized.
  • Opportunities to join team sports leagues.
  • Engaging company outings, including an annual celebration.

YCharts is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind. We believe that respect and inclusion are vital for fostering creativity, innovation, and success. While we recognize there is more work to be done in advancing diversity and inclusion, we are proud of our progress and excited for the journey ahead.

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