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

About YCharts:

At YCharts, we believe that crafting an effective investment strategy should be accessible to everyone, not just experts with extensive resources. 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.

Our platform empowers clients to make informed investment choices and communicate effectively with their prospects and clients. YCharts offers a cloud-based suite of tools that provides investment advisors, wealth managers, asset managers, and retail investors with robust research capabilities, extensive data, engaging visuals, and customizable sales materials.

With our top-tier software and exceptional support, YCharts has evolved from a fintech startup to a flourishing growth company in the expanding "wealth-tech" industry. We proudly serve prominent names in the industry, including John Hancock, TD Ameritrade, Fidelity, and Charles Schwab, and have been recognized as an 8-time Inc. 5000 Fastest Growing Company.

Role Overview:

We are looking for Customer Success Associates (CSA) who will play a pivotal role in educating clients and creating valuable content to foster and sustain relationships. CSAs utilize their interpersonal abilities and financial acumen to assist clients in maximizing their use of YCharts. Additionally, CSAs collaborate across various departments to ensure optimal client support and management.

This position will involve working closely with teams in Accounting, Marketing, Product, and Sales to deliver an exceptional experience for our clients.

Key Responsibilities:

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

Qualifications:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field.
  • Experience in a support or account management capacity 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 role is also eligible for an annual bonus based on individual and team performance metrics.

Why Choose YCharts?

  • Be part of a rapidly growing fintech organization that is redefining investment research and data analytics.
  • Experience a collaborative and inclusive workplace that fosters creativity and innovation.

Awards and Recognition:

  • 8-time 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".
  • Crain's "Best Places to Work in Chicago".

Employee Benefits:

  • Flexible remote options with offices in Chicago (River North) & NY (Chelsea).
  • Comprehensive medical, dental & vision insurance fully covered by the employer.
  • Flexible Spending Accounts for healthcare and dependent care.
  • 401(k) matching program.
  • Paid parental leave.
  • Generous paid time off, including vacation days, holidays, sick days, and "celebration days".
  • Commitment to diversity, equity, and inclusion.
  • Annual stipend for continued education.
  • Opportunities to participate in committees such as YCollective and Women at YCharts.
  • Summer hours for an improved work-life balance.

In-Office Benefits:

  • Weekly credits for in-office lunches via Grubhub.
  • Variety of high-quality coffee options.
  • Craft beer, kombucha, and cold brew available on tap.
  • Assorted snacks and beverages to keep you energized.
  • Participation in team leagues like kickball.
  • 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 value respect and inclusion as essential components of creativity, innovation, and success.



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