Registered Client Success Associate
Posted on 3/21/2023
M1 Finance
All-in-one money management app
Chicago, IL, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • FINRA licensing (SIE, Series 7, and Series 63 or 66)
  • 2+ years of tangible work experience in operations, customer service, or working at a broker-dealer
  • Customer focused and a passion for speaking to customers, answering queries, and solving complex issues
  • Exceptional listening skills and the ability to ask probing questions, understand concerns, overcome objections, and take proactive approaches
  • Excellent, written, and verbal communication skills and the ability to build rapport
  • Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Ability to multi-task and complete timelines in a fast-paced, rapidly growing company
  • Ability to identify and escalate priority issues
  • Analyze while being solution-driven and excel at solving problems, particularly in collaborative, team settings
  • Technically proficient: ability to learn multiple software platforms (especially Internal Tools)
  • Empathy: you understand the business needs of current and prospective clients
  • You are flexible with your working hours. Shifts may include evenings, weekends, or holidays
  • Interest in personal finance
  • The Client Success Associate will provide daily support to M1's clients. You'll also be an integral part of the team responsible for aggregating client feedback, providing M1's product team with actionable information to prioritize and develop features within the application. Overall, we are looking for a compassionate individual that will go above and beyond in improving our user's experience within the platform
  • Duties may include, but not limited to: