Customer Success Associate / Client Support Specialist

Taurus Search; New York (NY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Bonus

Full benefits

Job summary

A fintech company in New York is seeking a Customer Success Associate to support financial advisors and clients. The role involves onboarding, troubleshooting, and relationship management in a hybrid work environment. Candidates should have 1-3 years of relevant experience and strong communication skills. This position offers a competitive salary and benefits.

Qualifications

• 1–3 years of experience in customer success, client services, account management, or support.
• Comfort working in a fast-paced, technology-driven environment.
• FINRA licensing (Series 7, 63, or 66) preferred.

Responsibilities

• Respond to inquiries via phone, email, and chat.
• Guide new users through onboarding, training, and adoption of technology.
• Troubleshoot client issues and resolve them quickly.

Skills

Communication skills

Customer-first mindset

Detail-oriented

Job description

Overview

Customer Success Associate / Client Support Specialist – Fintech SaaS

New York, NY | Hybrid

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.

What You’ll Do

• 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

What We’re Looking For

• 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)

Why Join

• Hybrid NYC office (collaborative, energetic team environment)
• Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs
• Competitive base salary + bonus + full benefits