Partner Success Pro — Hybrid & Onboarding

Monex USA; Washington (District of Columbia); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long‑term disability insurance

Short‑term disability insurance

AD&D insurance

Commuter benefits

401(k) and Roth retirement plans

Paid Time Off

Job summary

Monex USA is seeking a Partner Success Specialist to manage day-to-day partner and client inquiries, onboarding, and ongoing account support. You will collaborate with Sales, Compliance, Operations, Trading, IT, and other teams to ensure a seamless client experience.

The ideal candidate has 2–4 years in customer success or related roles within financial services, with strong communication and organization skills, in a hybrid environment with standard business hours.

Qualifications

• Bachelor’s degree in Business, Finance, Communications, Marketing, or related field.
• 2–4 years of experience in customer success, client services, account management, partner support, customer support, or a related client-facing role.
• Experience in a regulated financial services institution, payments company, bank, credit union, money services business, or similar environment.
• Strong written and verbal communication skills, with the ability to build credibility and trust with partners, clients, and internal teams.
• Exceptional organizational skills and a high level of attention to detail.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Experience working with CRM platforms and Microsoft Office, including Excel and Outlook.

Responsibilities

• Serve as a primary day-to-day contact for partners and clients, responding to calls, emails, and service requests in a timely and professional manner.
• Provide updates on onboarding, account changes, transaction inquiries, service requests, and issue resolutions.
• Investigate and troubleshoot partner and client inquiries, escalating complex or high-priority matters as needed.
• Coordinate with Sales, Compliance, Operations, Trading, IT, and back-office teams to support a seamless client experience.

Skills

Communication

Organization

Problem-solving

CRM experience

Multi-tasking

Education

Bachelor’s degree in Business, Finance, Communications, Marketing, or related field

Tools

CRM platforms

Microsoft Office (Excel/Outlook)

Job description

Monex USA is seeking a Partner Success Specialist to manage day-to-day partner and client inquiries, onboarding, and ongoing account support. You will collaborate with Sales, Compliance, Operations, Trading, IT, and other teams to ensure a seamless client experience.

The ideal candidate has 2–4 years in customer success or related roles within financial services, with strong communication and organization skills, in a hybrid environment with standard business hours.