Client Success Associate

| Chicago
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Company Description

M1 is a young, rapidly growing Fintech company based in Chicago. We believe the current tools used to invest, borrow, or spend your money are woefully undershooting what’s possible given new technologies. That’s why we’re rethinking what’s possible and building the tools to empower people to make the most of their money.

We built a one-of-a-kind, free automated investing platform. People can easily create and automate a personalized portfolio. And, it’s free. There has never been an easier, more convenient, or less expensive way to invest in what you want.

We manage hundreds of millions of dollars, are signing up thousands of new customers each week, and have rave reviews from our userbase. But we are not done. We’re just getting started and have ambitious plans to take on an entrenched industry. Join us and help build the future of personal finance.

Job Description

The Client Success Associate will work towards developing solutions that make M1’s business run more efficiently. This will be accomplished by supporting day to day operations, providing service and support to M1’s user and improving the customer facing Support Center. They will also be responsible for aggregating user feedback that provides M1’s product team with actionable information to prioritize and develop features within the application. Overall, we are looking for a compassionate individual that will go above and beyond in improving our user’s experience with the platform.

Qualifications

  • Preferably a bachelor’s degree in Business Administration or Finance. However, our Client Success team comes from a variety of backgrounds but are successful because of their ability to problem solve and think analytically
  • 1-2 years of tangible work experience in operations, customer service, or working at a broker dealer 
  • Ability to take direct ownership of projects
  • Organize with a keen eye and attention for detail
  • Strong work ethic and problem solving skills 
  • Excelling written and oral communication
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Location

213 W Institute Place, Suite 301, Chicago, IL 60610

An Insider's view of M1 Finance

What’s the vibe like in the office?

Laid back but very energetic at the same time. We're always working on the next product update, the next campaign, and while it can be a bit demanding, every team is good about providing flexibility and we celebrate all successes together.

Catalina

Art Director

How do you collaborate with other teams in the company?

Open communication and collaboration welcome at all times. We're always looking for ways to harness each other's expertise so that the whole is greater than the sum of the parts.

Patryk

Digital Marketing Specialist

What makes someone successful on your team?

We look for people who are smart, ambitious, hard-working, and friendly.

Steven

VP of Engineering

What is your vision for the company?

M1 Finance should functionally change the way we manage our personal finances.

Steven

VP of Engineering

How do you empower your team to be more creative?

M1 has a mountain to climb, and we are always looking for more solutions. Any person on my team is empowered to come up with those solutions

Steven

VP of Engineering

What are M1 Finance Perks + Benefits

M1 Finance Benefits Overview

A great product is the result of a talented team and strong work culture. At M1, our philosophy is to hire unbelievably intelligent, motivated, high-integrity individuals and promote an environment that enables their best work.

Our company’s culture reflects what creative, intelligent people value in their careers: meaningful and interesting work, a fun environment, and financially rewarding opportunities.

https://www.m1finance.com/about/culture

Culture
Volunteer in local community
M1 sponsors volunteer opportunities in the Chicago community each quarter, which allows us to give back, bond as a team, and spend time doing things that are important to the employees of M1.
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
M1 uses a SIMPLE IRA, which is similar to a 401K. It allows us to use the M1 platform for the retirement benefit. M1 will contribute 2%, regardless of the employee contribution, even if that is 0%.
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. M1 also provides 4 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Mentorship program
Our mentorship program includes Career mentoring, Leadership mentoring.
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