Role OverviewJoin our Customer Success team as a Customer Support Associate I. This entry-level position puts you on the frontlines of support, allowing you to learn the ins and outs of our platform and customers. You'll be a key player in enhancing client relationships, ensuring their needs are met, and providing exceptional support.
What You Will Do
Respond to customer inquiries, troubleshoot issues, develop and implement systems to monitor usage trends, and serve as a voice of the customer to drive engagement and growth.
Why It Might Be a Fit
We're looking for someone with 0-2 years of experience in customer support, client success, or account management, a strong understanding of capital markets and portfolio concepts, and excellent communication skills.
Requirements
- 0-2 years of experience in customer support, client success, or account management
- Bachelor's degree in Finance, Business, Economics, or a related field
- Understanding of capital markets, investment vehicles, and portfolio concepts
- Excellent communication skills
- Highly organized and detail-oriented
- Ability to work in a team environment
- Ability to develop and maintain strong client relationships
Benefits
- 100% employer-paid health, dental, and vision insurance
- 401(k) match
- Flexible time off and vacation days
- Paid parental leave
- Professional development stipend
- Hybrid work schedule
- Summer hours
- Recognition programs
- Modern offices with premium snacks and coffee
- Regular team events and celebrations
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