Client Success
At M1, we are dedicated to designing and building the most useful and enjoyable financial platform ever created. As part of that effort, we have an unparalleled user experience that contributes to our customers’ financial well-being and their satisfaction with our product. We are a young, rapidly growing company determined to reinvent personal finance. Join us and help build the future.
The Client Success role will have complete ownership of M1’s customer service and user support function. In this role you will form a deep understanding of M1’s product and internal tools in order to provide unparalleled user support and exceptional service to M1’s users. In conjunction with user support, this role will be highly engaged in day-to-day broker-dealer operations activities directly related to supporting our clients’ financial success.
Ideally we are looking for a highly organized, entrepreneurial individual to join our team. What we care about most is hiring someone who will take direct ownership of their job function and will put in whatever effort it takes to get the job done. This role will be required to complete the requirements of the Series 7 license.
Here are the skills we think are necessary for success in this role:
- Become an expert user of M1’s platform in order to provide excellent service to users
- Keen understanding of finance and financial services in order to anticipate the context of user’s questions
- Ability to work with both external users, operational and technical teams
- The ability to prioritize tasks based on the needs of the business and switch gears quickly.
- Entrepreneurial, can-do mentality who will do whatever it takes to get the job done.
- Strong customer support focus, and previous experience working directly with end users in a retail or business environment.
- Deep understanding of finance and business operations, and the ability to easily analyze and disseminate information and data.
- High level of organization, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.