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Registered Client Success Associate
Confirmed live in the last 24 hours
Chicago, IL, USA
Experience Level
Desired Skills
Customer Service
  • 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
  • Develop an in-depth knowledge of all M1 products and offerings
  • Respond to customer calls and emails in a professional and prompt manner
  • Resolving customer queries, recommending solutions, and guiding product users through features and functionality
  • Meet our key SLAs and Support Metrics, meeting or exceeding your objectives
  • Escalate tickets to appropriate team members based on severity
  • Answer phone calls for assistance and routing to other departments
  • Proactively identify/solve problems
M1 Finance
All-in-one money management app