About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a fintech / wealthtech (financial services) firm.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

This entry-level Customer Success role places you on the front line of client support for a Confidential Client in the fintech / wealthtech space. You’ll handle inbound requests, troubleshoot platform and data issues, and help drive client engagement by surfacing product feedback and usage insights. The position offers hands-on experience, cross-functional collaboration, and opportunities to own projects that improve retention and product value.

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What You’ll Do

• Respond to inbound customer inquiries via email, chat, and phone about the platform and account access.
• Troubleshoot product, data, and technical issues; escalate to management or engineering when appropriate.
• Monitor and help develop systems that track usage trends and customer health to enable data-driven engagement.
• Act as the voice of the customer, sharing feedback with product, marketing, and engineering teams.
• Collaborate cross-functionally to create educational resources tailored to customer segments.
• Identify process improvement and automation opportunities to improve client experience and team efficiency.

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What We’re Looking For

• 0–2 years in customer support, client success, or account management — ideally within fintech, wealthtech, or financial services.
• Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent practical experience).
• Understanding of — or strong interest in — capital markets and investment vehicles (Equities, ETFs, Mutual Funds) and portfolio concepts.
• Strong written and verbal communication skills with a passion for excellent client service.
• Highly organized with strong time-management skills and attention to detail.
• Demonstrated ability to work effectively in a fast-paced, collaborative team environment.
• Proven ability to build and maintain client relationships and manage multiple priorities.

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Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match.
• Professional development stipend and internal mobility opportunities.
• Flexible time off (vacation, sick days) plus a celebration day.
• Paid parental leave.
• Hybrid work schedule (in-office + remote flexibility) and summer hours.
• Modern centrally located offices, stocked snacks, weekly lunch credits, and regular team events.
• Recognition programs and cross-functional collaboration opportunities.

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Compensation

The Confidential Client is committed to pay equity and transparency. Base salary range for this role: $50,000–$60,000 USD. Total Cash Compensation range (including potential bonuses/variable pay): $55,000–$65,000 USD. Actual starting pay will be determined by skills and experience and in compliance with local pay disclosure rules.

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Why Join

Join a mission-driven fintech/wealthtech team where curiosity, collaboration, and people-first leadership are central. This role offers meaningful impact on client outcomes, opportunities to learn across product and operations, and a culture recognized for growth and employee experience.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.