Job Location : Chicago,IL, USA
Position: Customer Success Associate
Location: Chicago, IL - hybrid position
In Office Requirement: 1 day per week in office
The Company:
Building and executing a great investment strategy shouldnt require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses
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YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company in the burgeoning wealth-tech space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab (8x Inc. 5000 Fastest Growing Company). YCharts proudly services industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
The Position:
We are seeking Customer Success Associates (CSA) to drive education and create amazing content to grow and maintain relationships with our clients. CSAs leverage their interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest. Additionally, CSAs work across departments to ensure proper client support and management.
This role will work across departments with Accounting, Marketing, Product, and Sales to provide the best experience for our clients.
What Youll Be Doing:
Qualifications and Skills:
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Why YCharts?
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In-Office Perks:
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know theres more work to be done to advance diversity and inclusion, were proud of our success thus far and excited for the journey to come.