Customer Success Associate​/Client Support Specialist

Customer Success Associate / Client Support Specialist

Customer Success Associate / Client Support Specialist – Fintech SaaS

Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.

We’re looking for a Customer Success Associate (Client Support Specialist) to serve as the front line for advisor support, onboarding, and relationship management.

• Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat
• Guide new users through onboarding, training, and adoption of our technology
• Troubleshoot client issues and partner with product/operations teams to resolve them quickly
• Build relationships that drive engagement, retention, and long-term client satisfaction
• Identify opportunities to improve processes and client experience

• 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)
• Excellent communication skills with a strong customer-first mindset
• Comfort working in a fast-paced, technology-driven environment
• Ability to manage multiple client requests while staying detail-oriented
• FINRA licensing (Series 7, 63, or 66)

• Hybrid Dallas office (Brand new location, with a collaborative, energetic team environment)
• Opportunity to grow your career in fintech / wealth tech with exposure to leading financial advisors and RIAs
• Competitive base salary + bonus + full benefits

Associate

Full-time

Customer Service, Sales, and Consulting

Investment Management and Financial Services

• Vision insurance
• 401(k)
• Child care support
• Pension plan
• Medical insurance
• Paid paternity leave
• Disability insurance
• Tuition assistance
• Student loan assistance
• Paid maternity leave