Job details

Client Success Associate

M1, a fast-growing fintech company, is looking for a Client Success Associate to provide a world-class client experience focusing on proactive engagement and wallet share expansion.

Skills

FINRA licensing (SIE, Series 7, and Series 63 or 66)
2+ years of work experience in sales or client service
Strong communication and problem-solving skills
Technical proficiency with software platforms

Responsibilities

Develop an in-depth knowledge of all M1 products and offerings.
Resolve client queries and recommend solutions.
Make outbound proactive calls and messages to help clients understand M1's products.
Aggregate client feedback to provide insights for product development.

Education

FINRA licensing (SIE, Series 7, and Series 63 or 66)

Benefits

Competitive Pay and Stock Options
Comprehensive health, dental, vision, and life insurance
Retirement benefit with employer match
Unlimited PTO
Access to employee workshops and training
Free subscription to Insight Timer meditation app

To read the complete job description, please click on the ‘Apply’ button

M1 Glassdoor Company Review

4.4

M1 DE&I Review

4.5

CEO of M1

Brian Barnes

Approve of CEO

By M1

M1 empowers personal financial well-being. From our product features, to our automation tools, to the content we produce, we’re focused on helping you manage your money and grow your wealth the way you want to. That’s why our mantra is Yours to Bu...

2 jobs

MATCH

Calculating your matching score...

BENEFITS & PERKS

Dental Insurance

Vision Insurance

Paid Holidays

FUNDING

Series B

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT