Client Success Manager -- Remote | WFH - Get It Recruit - Finance
Chicago, IL 60607
About the Job
Client Success Manager
Who We Are:
At the company, we're dedicated to helping individuals build and safeguard their wealth, both in the short term and for the future. Our self-directed platform offers users a seamless experience to invest, borrow, spend, and save, all in one place. Trusted by hundreds of thousands of clients with over $8 billion in assets, we pride ourselves on being the Finance Super App™, empowering financial well-being through cutting-edge automated investing tools, high-yield savings accounts, hassle-free margin loans, low-cost personal loans, and lucrative cash back credit card rewards - all seamlessly integrated into the company portfolio.
Our vision is to democratize access to a digital private banking experience, making the tools and services typically reserved for the ultra-wealthy readily accessible with just a click. Recognized as a top app for investors and honored with numerous accolades including being named Best for Low Costs, Best for Sophisticated Investors, and Best Investment App for Portfolio Customization, we are driven by our commitment to excellence. With over 60,000 five-star reviews on major app platforms, we're proud to be a trusted partner in our clients' financial journeys.
As a rapidly growing fintech company, we are on the lookout for talented individuals who are passionate about reshaping personal finance, dedicated to their own professional growth, and eager to take ownership of their work. Our award-winning workplace culture, lauded by industry leaders and media outlets alike, reflects our commitment to fostering a collaborative and inclusive environment where every team member can thrive.
We mean it when we say, "The company is yours to build."
The company is a remote-forward organization and is currently hiring in the following states: CO, FL, GA, IL, IN, MN, NJ, NY, PA, TX, UT, VA, OR, WA.
Who You Are:
The company is seeking a highly motivated individual with FINRA licensing (SIE, Series 7, and Series 63 or 66), a passion for client advocacy, and a knack for solving problems with precision and efficiency. As a Client Success Manager, you will serve as the primary point of contact for the clients, strategically supporting and expanding their usage of the platform. As a key member of our Client Success team, you'll be instrumental in delivering a world-class client experience, with a focus on proactive engagement and fostering long-term client relationships.
What You'll Do:
As a Client Success Manager, you'll be assigned a dedicated book of business, varying in size depending on the client segment. Your primary objective will be to strategically support and grow your client base by driving satisfaction and expanding wallet share for the company. Operating within collaborative pods, you'll work closely with fellow team members to provide exceptional support to clients while fostering a supportive and inclusive team environment. Key responsibilities include:
- Develop a comprehensive understanding of all the products and offerings.
- Respond promptly and professionally to inbound client inquiries via phone, email, and messaging platforms, ensuring adherence to service level agreements and client satisfaction metrics.
- Resolve client queries, offer tailored solutions, and provide guidance on platform features and functionality.
- Proactively engage with clients through outbound calls and messages to enhance their understanding and utilization of the products and services.
- Escalate complex issues to appropriate team members and collaborate effectively to resolve them.
- Identify and address client needs and pain points, providing valuable feedback to inform product development and enhancement efforts.
Qualifications:
- FINRA licensing (SIE, Series 7, and Series 63 or 66).
- Minimum of 2 years of demonstrated experience in sales, client service, or a similar role within a broker-dealer environment.
- Client-centric mindset with a passion for delivering exceptional service and solving complex problems.
- Excellent communication skills, both written and verbal, with a proven ability to build rapport, actively listen, and address client concerns proactively.
- Strong work ethic and ability to thrive in a fast-paced, dynamic environment, managing multiple priorities with ease.
- Analytical mindset with a solutions-oriented approach to problem-solving, particularly in collaborative team settings.
- Proficiency with technology and ability to quickly learn and navigate multiple software platforms.
- Empathy and genuine interest in understanding the financial needs and goals of clients.
- Passion for personal finance and a commitment to staying abreast of industry trends and developments.
Work Hours:
- Monday to Friday, 8:00 AM to 5:00 PM CST, with phone availability from 8:00 AM to 3:00 PM CST and a 1-hour lunch break. Work hours are subject to change.
If you're ready to embark on the next phase of your career journey and play a pivotal role in helping clients achieve their long-term financial goals, we encourage you to apply today!
The company's Commitment to Diversity:
The company is proud to be an equal opportunity employer, committed to fostering a diverse, inclusive, and equitable workplace. We actively encourage individuals from underrepresented groups, including women, minorities, veterans, members of the LGBTQIA+ community, and individuals with disabilities, to apply. Through our DEIB Council and Employee Resource Groups, we are dedicated to advancing diversity, equity, inclusion, and belonging at all levels of our organization.
Our Values:
At the company, our team embodies our core principles:
- Mission Driven: We're passionate about making a meaningful impact on individuals' financial well-being.
- Extreme Ownership: We take full responsibility for our actions and their outcomes.
- Boldness: We think big and aspire to achieve remarkable results.
- Ruthless Prioritization: We focus on what truly matters, saying no to distractions.
- Integrity: We prioritize doing the right thing, always.
- Effectiveness: We get things done, delivering results with excellence.
- Team Oriented: We collaborate and support each other to achieve collective success.
- Transparency: We communicate openly and honestly, fostering trust and understanding.
- Make Forward Progress: We embrace continuous improvement and incremental growth.
- Resiliency: We adapt and persevere in the face of challenges, driving toward our goals.
Our Perks:
- Competitive compensation and stock options
- Comprehensive health, dental, vision, disability, and life insurance coverage
- Retirement benefits with employer matching
- Unlimited paid time off
- Office perks including game room and gym (when applicable)
- Access to employee workshops and training programs on financial literacy, empathy and mental health, professional development, and more
- Free subscription to Insight Timer, the world's #1 meditation app for sleep, stress, and anxiety
We look forward to welcoming you to the team!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Who We Are:
At the company, we're dedicated to helping individuals build and safeguard their wealth, both in the short term and for the future. Our self-directed platform offers users a seamless experience to invest, borrow, spend, and save, all in one place. Trusted by hundreds of thousands of clients with over $8 billion in assets, we pride ourselves on being the Finance Super App™, empowering financial well-being through cutting-edge automated investing tools, high-yield savings accounts, hassle-free margin loans, low-cost personal loans, and lucrative cash back credit card rewards - all seamlessly integrated into the company portfolio.
Our vision is to democratize access to a digital private banking experience, making the tools and services typically reserved for the ultra-wealthy readily accessible with just a click. Recognized as a top app for investors and honored with numerous accolades including being named Best for Low Costs, Best for Sophisticated Investors, and Best Investment App for Portfolio Customization, we are driven by our commitment to excellence. With over 60,000 five-star reviews on major app platforms, we're proud to be a trusted partner in our clients' financial journeys.
As a rapidly growing fintech company, we are on the lookout for talented individuals who are passionate about reshaping personal finance, dedicated to their own professional growth, and eager to take ownership of their work. Our award-winning workplace culture, lauded by industry leaders and media outlets alike, reflects our commitment to fostering a collaborative and inclusive environment where every team member can thrive.
We mean it when we say, "The company is yours to build."
The company is a remote-forward organization and is currently hiring in the following states: CO, FL, GA, IL, IN, MN, NJ, NY, PA, TX, UT, VA, OR, WA.
Who You Are:
The company is seeking a highly motivated individual with FINRA licensing (SIE, Series 7, and Series 63 or 66), a passion for client advocacy, and a knack for solving problems with precision and efficiency. As a Client Success Manager, you will serve as the primary point of contact for the clients, strategically supporting and expanding their usage of the platform. As a key member of our Client Success team, you'll be instrumental in delivering a world-class client experience, with a focus on proactive engagement and fostering long-term client relationships.
What You'll Do:
As a Client Success Manager, you'll be assigned a dedicated book of business, varying in size depending on the client segment. Your primary objective will be to strategically support and grow your client base by driving satisfaction and expanding wallet share for the company. Operating within collaborative pods, you'll work closely with fellow team members to provide exceptional support to clients while fostering a supportive and inclusive team environment. Key responsibilities include:
- Develop a comprehensive understanding of all the products and offerings.
- Respond promptly and professionally to inbound client inquiries via phone, email, and messaging platforms, ensuring adherence to service level agreements and client satisfaction metrics.
- Resolve client queries, offer tailored solutions, and provide guidance on platform features and functionality.
- Proactively engage with clients through outbound calls and messages to enhance their understanding and utilization of the products and services.
- Escalate complex issues to appropriate team members and collaborate effectively to resolve them.
- Identify and address client needs and pain points, providing valuable feedback to inform product development and enhancement efforts.
Qualifications:
- FINRA licensing (SIE, Series 7, and Series 63 or 66).
- Minimum of 2 years of demonstrated experience in sales, client service, or a similar role within a broker-dealer environment.
- Client-centric mindset with a passion for delivering exceptional service and solving complex problems.
- Excellent communication skills, both written and verbal, with a proven ability to build rapport, actively listen, and address client concerns proactively.
- Strong work ethic and ability to thrive in a fast-paced, dynamic environment, managing multiple priorities with ease.
- Analytical mindset with a solutions-oriented approach to problem-solving, particularly in collaborative team settings.
- Proficiency with technology and ability to quickly learn and navigate multiple software platforms.
- Empathy and genuine interest in understanding the financial needs and goals of clients.
- Passion for personal finance and a commitment to staying abreast of industry trends and developments.
Work Hours:
- Monday to Friday, 8:00 AM to 5:00 PM CST, with phone availability from 8:00 AM to 3:00 PM CST and a 1-hour lunch break. Work hours are subject to change.
If you're ready to embark on the next phase of your career journey and play a pivotal role in helping clients achieve their long-term financial goals, we encourage you to apply today!
The company's Commitment to Diversity:
The company is proud to be an equal opportunity employer, committed to fostering a diverse, inclusive, and equitable workplace. We actively encourage individuals from underrepresented groups, including women, minorities, veterans, members of the LGBTQIA+ community, and individuals with disabilities, to apply. Through our DEIB Council and Employee Resource Groups, we are dedicated to advancing diversity, equity, inclusion, and belonging at all levels of our organization.
Our Values:
At the company, our team embodies our core principles:
- Mission Driven: We're passionate about making a meaningful impact on individuals' financial well-being.
- Extreme Ownership: We take full responsibility for our actions and their outcomes.
- Boldness: We think big and aspire to achieve remarkable results.
- Ruthless Prioritization: We focus on what truly matters, saying no to distractions.
- Integrity: We prioritize doing the right thing, always.
- Effectiveness: We get things done, delivering results with excellence.
- Team Oriented: We collaborate and support each other to achieve collective success.
- Transparency: We communicate openly and honestly, fostering trust and understanding.
- Make Forward Progress: We embrace continuous improvement and incremental growth.
- Resiliency: We adapt and persevere in the face of challenges, driving toward our goals.
Our Perks:
- Competitive compensation and stock options
- Comprehensive health, dental, vision, disability, and life insurance coverage
- Retirement benefits with employer matching
- Unlimited paid time off
- Office perks including game room and gym (when applicable)
- Access to employee workshops and training programs on financial literacy, empathy and mental health, professional development, and more
- Free subscription to Insight Timer, the world's #1 meditation app for sleep, stress, and anxiety
We look forward to welcoming you to the team!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Source : Get It Recruit - Finance