Customer Success Manager

Zoe Financial; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative company in the financial sector is looking for a Client Success Manager to enhance client experiences on their Wealth Platform. This role involves working closely with financial advisors and clients to streamline account management and onboarding processes. The ideal candidate will thrive in a fast-paced environment, possess exceptional communication skills, and be passionate about delivering outstanding client service. Join a dynamic team that values autonomy and initiative, and be part of a rapidly growing firm that is redefining personal finance through technology.

Benefits

Healthcare, Dental & Vision Coverage

Commuting & Gym benefits

401(K)

Two weeks PTO

Competitive base salary and bonuses

Qualifications

• 4 years of experience in a client success function.
• Strong understanding of investment products and financial markets.

Responsibilities

• Facilitate the account opening process for clients and advisors.
• Act as the primary contact for assigned financial advisors.

Skills

Client Success Management

Interpersonal Skills

Attention to Detail

Communication Skills

Problem Solving

Education

Bachelor’s Degree

Job description

About Zoe

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.

Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

About the Role

The Zoe Wealth Platform matches pre-qualified prospective clients with Financial Advisors, and streamlines the process of client onboarding, account opening, and ongoing investment management all in one platform. As a foundational Client Success Manager on our Wealth Platform team, you’ll be responsible for…

Working directly with financial advisors and their clients to facilitate the account opening process, ensuring a smooth and efficient onboarding experience.

Assisting clients through all steps of the account funding process, troubleshooting any issues related to funding accounts, and liaising with relevant departments for issue resolution.

Acting as the primary point of contact for assigned financial advisors and firms, establishing trust and rapport through proactive communication and support.

Being a steward of client and advisor feedback to inform meaningful change to our product and business priorities. Driving results and contributing to the development of a and scalable client success team.

Location: NYC (Work 5 days a week in Midtown office)

Reports to: VP of Product

Level: Manager

We’re excited about you because…

• You’re passionate about delivering a superior client experience.
• You’re a motivated, high-energy self-starter who gets excited about picking up the phone and making an impact.
• You're unabashedly curious and insanely helpful, with a high level of interest in optimizing processes and procedures.
• You have a high level of attention to detail and organizational skills.
• You have relevant service experience at a financial institution.
• You have exceptional interpersonal skills, working with cross-functional teams.
• You have great verbal and written communication skills
  .

You'll love working at Zoe because we…

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Requirements:

• 4 years of experience in a client success function
• Bachelor’s Degree
• Strong understanding of investment products, financial markets, and account management processes.
• Ability to thrive in a fast-paced, dynamic environment.
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit
• Flexibility in adapting to new technologies and environments
• Want to work in an office environment alongside Zoe’s Leadership Team.
  

Nice to Have:

• Series 7 and Series 63 License
  

Benefits:

• Compensation includes a competitive base salary and bonuses.
• Healthcare, Dental & Vision Coverage
• Commuting & Gym benefits
• 401(K)
• As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
• Two weeks PTO