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Client Relationship Manager Customer Success Mgr./ CSM

Fintech Client Success Associate | Onboarding & Support

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Taurus Search
Full Time position
Listed on 2026-01-15
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A fintech company is seeking a Customer Success Associate to provide support to financial advisors and institutions. This role involves onboarding new users, troubleshooting client issues, and building relationships to ensure client satisfaction. Candidates should have 1–3 years of customer success experience, excellent communication skills, and relevant FINRA licensing. The position is based in a hybrid office in Dallas, offering competitive salary and benefits.
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Position Requirements
10+ Years work experience
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