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Client Success Associate image - Rise Careers
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
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CEO of M1
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Brian Barnes
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Average salary estimate

$50000 / YEARLY (est.)
min
max
$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Performance Bonus
Paid Holidays
Photo of the Rise User 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
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BENEFITS & PERKS
Dental Insurance
Vision Insurance
Paid Holidays
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$40,000/yr - $60,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
June 14, 2024

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