Registered Client Success Voice Associate, M1 Finance
Financial portfolio management app
Job no longer available
Financial portfolio management app
201-500 employees
Job no longer available
201-500 employees
Company mission
To rethink what’s possible with personal finance.
Role
Who you are
- FINRA licensing (SIE, Series 7, and Series 63 or 66)
- 2+ years of tangible work experience in operations, customer service, or working at a broker-dealer
- Customer focused and a passion for speaking to customers, answering queries, and solving complex issues
- Exceptional listening skills and the ability to ask probing questions, understand concerns, overcome objections, and take proactive approaches
- Excellent, written, and verbal communication skills and the ability to build rapport
- Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Ability to multi-task and complete timelines in a fast-paced, rapidly growing company
- Ability to identify and escalate priority issues
- Analyze while being solution-driven and excel at solving problems, particularly in collaborative, team settings
- Technically proficient: ability to learn multiple software platforms (especially Internal Tools)
- Empathy: you understand the business needs of current and prospective clients
- You are flexible with your working hours. Shifts may include evenings, weekends, or holidays
- Interest in personal finance
What the job involves
- M1 is seeking a highly motivated, FINRA-licensed (SIE, Series 7, and Series 63 or 66) individual with a passion for client advocacy and solving problems in a timely and accurate manner
- The Client Success Associate will act as the primary liaison for all M1 product users. As part of our Client Success team, you will be our clients’ first point of contact providing a world-class client experience
- The Client Success Associate works both internally and externally to strategically support clients with a focus on proactive engagement throughout the client journey to positively impact client metrics and desired outcomes
- The Client Success Associate will provide daily support to M1’s clients. You’ll also be an integral part of the team responsible for aggregating client feedback, providing M1’s product team with actionable information to prioritize and develop features within the application
- Develop an in-depth knowledge of all M1 products and offerings
- Respond to customer calls and emails in a professional and prompt manner
- Resolving customer queries, recommending solutions, and guiding product users through features and functionality
- Meet our key SLAs and Support Metrics, meeting or exceeding your objectives
- Escalate tickets to appropriate team members based on severity
- Answer phone calls for assistance and routing to other departments
- Proactively identify/solve problems
Our take
Managing your finances can be a job in and of itself - working out where to invest or when to use credit among other challenges. M1 sets out to make your life easier with its customizable, automated portfolio management app.
It operates as something between a robo-advisor and a brokerage, offering over 80 pre-prepared portfolios with a wide range of asset allocations. Users can choose a pre-existing template or build their own portfolio, and similarly, users take active control over investments or let M1 automate them. The app is completely free but offers a premium subscription service for those who want lower rates and more investment windows.
With over $6 billion in assets, M1 has grown significantly since 2020, almost tripling in size in three years and becoming a unicorn.
Steph
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Company benefits
- Unlimited PTO
- Comprehensive health, dental, vision, disability, and life insurance
- Stock options for all employees
- Retirement benefit with employer match
- $500 to spend on home office equipment while working from home
- Stylish M1 swag
- Office in the Loop with a Game Room and Gym
Company HQ
Chicago Loop, Chicago, IL
Leadership
Brian Barnes
(CEO)Also Owner and Chairman of the Board at First National Bank of Buhl-Mountain Iron.
Salary benchmarks
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