Client Success Manager, M1 Finance
+ Stock Options
More information about location
Financial portfolio management app
Job no longer available
Financial portfolio management app
201-500 employees
Job no longer available
+ Stock Options
More information about location
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 sales, client service, or working at a broker-dealer
- Client-focused with a passion for speaking to clients, answering queries, and solving complex issues
- Exceptional communication skills, both written and verbal, with the ability to build rapport, listen effectively, ask probing questions, understand concerns, and take proactive approaches
- Strong work ethic and proactive approach, capable of effectively managing multiple priorities, adapting to change, and excelling in a fast-paced business environment
- Analytical and solution-driven, excelling at solving and escalating problems, particularly in collaborative, team settings
- Technically proficient with the ability to learn and utilize multiple software platforms (especially Internal Tools and Intercom)
- Empathy for understanding the business needs of current and prospective clients
- Interest in personal finance
What the job involves
- The Client Success Manager will be matched with a book of business, the size of which will vary depending on the client segment.
- Your mandate is to strategically support (via inbound message and call) and grow (via outbound outreach) your book by driving satisfaction for the client and wallet share growth for M1.
- The CS team operates in pods, matching client-facing CSMs to existing client segments, providing a supportive structure for both team members and clients. CSMs are responsible for client satisfaction and client growth
- Develop an in-depth knowledge of all M1 products and offerings
- Respond to inbound client calls, messages, and emails in a professional and prompt manner (meeting SLAs and CSAT metrics)
- Resolve client queries, recommend solutions, and guide clients through features and functionality
- Make outbound, proactive calls and messages to help existing clients better understand M1’s products and services
- Escalate tickets to appropriate team members based on severity
- Proactively identify and solve problems
- Aggregate client feedback to provide M1’s product team with actionable information to prioritize and develop features within the application
- Hours are from 8AM - 5PM CST, with phone availability from 8AM - 3PM CST and a 1-hour lunch break. Work hours could be subject to change
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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