Customer Success Associate

YCharts in Chicago, IL

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $74,185.00 - 145,010.00 / Year*
position filled
The Customer Success team is passionate about support! We are responsible for driving education and creating amazing content to grow and maintain relationships with our clients. Customer Success Associates (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 growth. Our ideal candidate: Must be highly motivated and passionate about financial technology. Must have great communication skills to understand and provide solutions to our client's research needs. Thrives in a dynamic environment with strong attention to detail and organization. Has superior relationship building and maintenance skills. (i.e. must know how to approach stressful situations and when to spot expansion opportunities.) Solves problems and prioritizes tasks according to urgency and importance. Understands how the financial markets work and is curious about how our business works. Has a bachelor's degree in Finance, Accounting, or Economics along with a basic understanding of financial statements and investment vehicles. Has used Microsoft Excel in a professional setting. Has previous experience or internship in the financial services industry. The position offers an opportunity to work with amazing co-workers who are building a differentiated and compelling product. We have a great work/life balance, quarterly team activities, and a casual working environment with professional work ethics. Compensation and perks include: Competitive salary Full medical and dental insurance coverage Plenty of paid vacation time Spacious office in River North Chicago Fridge stocked with food and drinks Quality coffee supply Craft beer, Kombucha and Cold brew on tap Company outings such as Happy Hours, Cubs Games and Whirlyball Regular continued education via Starbucks and Study Opportunity to join kickball, softball, flag football and bowling leagues Company-wide incentives including Summer Hours and Seamless dinner credits If you are passionate about fintech and excited about what you have read, please submit your resume today! YCharts is an equal opportunity employer and we value diversity in our company. We do not discriminate on the basis of race, gender, sexual orientation, or disability status.

* Estimated salary


More Jobs Hiring Near Me!

Wholesale Relationship Associate 1 - SBA Lending
Wells Fargo

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your…

Read More
Branch Banker Associate (MLO)
PNC Bank

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in deliverin…

Read More
Branch Banker Associate - RRT (Multi Branch) (MLO)
PNC Bank

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in deliverin…

Read More
Financial Representative, Orland Park, IL
Fidelity Investments

Job Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fideli…

Read More
Lead Your Own Business - Lucrative Commission + Bonuses + Renewals
PLATINUM SUPPLEMENTAL INSURANCE

Sales Representative Rural MarketsIf you're exploring sales careers, you already know sales is the way to get ahead. You can sell just about anywhere…

Read More
Tax Associate
Mowery & Schoenfeld

We are seeking qualified applicants for the position of Tax Associate.Tax associates occupy entry level and senior level positions within the firm an…

Read More
Financial Business Development Manager
Compass Holding

Compass Holding, LLC. is one of the leading companies in providing services to the trucking industry. The Financial Business Development Manager will…

Read More
(NEW) Exclusive Insurance & Financial Services Agent - North Side Chicago, IL
Horace Mann-Agents

ESTABLISHED BOOK OF BUSINESS IN A BUILT-IN MARKETPLACE Horace Mann, the #1 multi-line insurance company for our nation's teachers, has an exciting bu…

Read More
(NEW) Exclusive Insurance & Financial Services Agent - North Side Chic
Horace Mann-Agents

ESTABLISHED BOOK OF BUSINESS IN A BUILT-IN MARKETPLACE Horace Mann, the #1 multi-line insurance company for our nation's teachers, has an exciting bu…

Read More
Senior Tax Associate
Mowery & Schoenfeld

It s time for your next opportunity in public accounting.You have worked hard for your professional achievements and deserve a workplace which suppor…

Read More