Customer Success Associate at YCharts

| Chicago
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YCharts enables its customers to make smarter investment decisions. Our cloud-based financial data and investment research platform provides investment advisors, wealth managers, and institutional and retail investors with comprehensive data, powerful visualization tools and advanced analytics. YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Fastest Growing Company) that offers investors a strong alternative to Bloomberg, at one-fifth of the price. With Morningstar as a lead investor, YCharts proudly services more than 3,000 firms, including industry-leading names such as, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley and Wells Fargo.


The Customer Success team is passionate about support!   We are responsible for driving education and creating amazing content to grow and maintain strong relationships with our clients.  The Customer Success Associate (CSA) interacts with our clients through different mediums and often leverages different departments, such as finance and product development, to provide successful answers to every inquiry.  


  • Highly motivated and passionate about financial technology.
  • Has great communication skills to effectively chat, email, and talk to clients through issues to completion.
  • Understands how the financial markets work and curious about how our business works.
  • Proficient in Microsoft Excel and a solid understanding of basic computer troubleshooting.
  • Thrives in a dynamic environment with strong attention to detail.
  • Solves problems and understands how to prioritize tasks according to urgency and importance.
  • Has a bachelor's degree in Finance, Accounting, or Economics along with a basic understanding of financial statements and investment vehicles.
  • Has previous experience or internship in the financial services industry.


  • Financial Planning's #3 "2019 Best Fintechs to Work For"
  • 2018 and 2019 Inc. 5000 "Fastest Growing Companies" (Top 25%)
  • InvestmentNews' "Biggest Fintech Innovations for 2019"
  • 2019 "WealthTech 100"
  • 2018 and 2019 Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding” 

The position offers an opportunity to work with amazing co-workers who are building a differentiated and compelling product. We have a great work/life balance, many team activities, and a casual working environment with professional work ethics.  


  • Competitive pay
  • 100% Employer paid medical, vision and dental
  • Spacious office in River North, Chicago
  • Fridge stocked with food and drinks
  • Counter Culture coffee supply
  • Craft beer, kombucha and cold brew on tap
  • Company outings such as happy hours, Cubs games and Whirlyball
  • Regular continued education via “Starbucks and Study”
  • Opportunity to join kickball, softball, flag football or bowling leagues
  • Company-wide incentives including "Summer Hours" and dinner credits if you need to work late.

If you are passionate about fintech and excited about what you have read, please submit your resume today!  

YCharts is an equal opportunity employer and we value diversity in our company. We do not discriminate on the basis of race, gender, sexual orientation, or disability status.

Learn more about our culture (video).

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