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Client Success Specialist

2 months 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 creating and implementing an effective investment strategy should be accessible to everyone. The wealth management sector is undergoing significant transformation, and innovative technology 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 effectively communicate with their prospects and clients. YCharts offers cloud-based software that equips investment advisors, wealth managers, asset managers, and retail investors with advanced research tools, 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 enterprise in the expanding "wealth-tech" arena. We proudly serve renowned industry leaders such as 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 crucial role in educating clients and creating outstanding content to foster and sustain relationships. CSAs utilize their interpersonal abilities and financial acumen to assist clients in maximizing their use of YCharts. Furthermore, CSAs collaborate across various departments to ensure optimal client support and management.

This position involves working closely with teams in 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 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 position is also eligible for an annual bonus based on individual and team performance as well as company success.

Why Choose YCharts?

  • Be part of a rapidly growing fintech company that is transforming the landscape of investment research and data analytics.
  • Experience a collaborative and inclusive work environment 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 and New York.
  • Comprehensive medical, dental, and vision insurance fully covered by the employer.
  • 401(k) matching program.
  • Generous paid time off including vacation days, holidays, and sick days.
  • Commitment to diversity, equity, and inclusion.
  • Annual stipend for continued education.

YCharts is an equal opportunity employer, dedicated to fostering a diverse and inclusive workplace. We prohibit discrimination and harassment of any kind and are committed to creating an environment where all employees feel respected and valued.