Taurus Search
Customer Success Associate / Client Support Specialist
Taurus Search, Dallas, Texas, United States, 75215
Overview
Customer Success Associate / Client Support Specialist Fintech SaaS 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. Were looking for a
Customer Success Associate (Client Support Specialist)
to serve as the front line for advisor support, onboarding, and relationship management. What Youll 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 Were Looking For
13 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 Dallas office (Brand new location, with a 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
#J-18808-Ljbffr
Customer Success Associate / Client Support Specialist Fintech SaaS 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. Were looking for a
Customer Success Associate (Client Support Specialist)
to serve as the front line for advisor support, onboarding, and relationship management. What Youll 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 Were Looking For
13 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 Dallas office (Brand new location, with a 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
#J-18808-Ljbffr