Partner Success Specialist — Onboarding & Growth (Finance)

Monex Global; 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 plans

Paid Time Off

Job summary

Monex USA Inc. is seeking a Partner Success Specialist to support referral partners and their clients throughout the customer lifecycle.

You will serve as a key contact for inquiries, onboarding, account support, and service needs, collaborating with Sales, Compliance, Operations, Trading, IT, and other internal teams to deliver a seamless client experience. The ideal candidate is highly organized, client-focused, and proactive with strong communication and problem-solving skills, with

Qualifications

• Bachelor’s degree in Business, Finance, Communications, Marketing, or a related field.
• 2–4 years of experience in customer success, client services, account management, partner support, customer support, or a related client-facing role.
• Prior experience within 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.

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.
• Support partner onboarding, including documentation collection, KYC/AML coordination, account setup, and follow-up on outstanding requirements.

Skills

Customer Success

CRM platforms

MS Office

Attention to detail

Multitasking

Team collaboration

Education

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

Tools

CRM platforms

Excel

Outlook

Job description

Monex USA Inc. is seeking a Partner Success Specialist to support referral partners and their clients throughout the customer lifecycle.

You will serve as a key contact for inquiries, onboarding, account support, and service needs, collaborating with Sales, Compliance, Operations, Trading, IT, and other internal teams to deliver a seamless client experience. The ideal candidate is highly organized, client-focused, and proactive with strong communication and problem-solving skills, with