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, Fintech / Wealth Management (Sales).

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

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Overview

Confidential Client is hiring a Customer Success Associate (entry-level) to join a fast-growing Customer Success team supporting a fintech / wealth management SaaS platform. This role is frontline customer support: you’ll respond to inbound requests, troubleshoot product and data issues, and partner cross-functionally to improve customer experience, engagement, and retention.

This position is based in Schiller Park, IL with a hybrid work schedule.

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Key Responsibilities

• 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 needed.
• Help develop and implement systems to monitor product usage and customer health to generate actionable, data-driven insights.
• Act as a voice of the customer — share feedback with product, marketing, and engineering teams.
• Create and refine educational resources and onboarding materials for different customer segments.
• Own small to medium cross-functional projects that improve client experience, processes, and automation.

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Qualifications & Experience

• 0–2 years experience in customer support, client success, or account management — fintech, wealthtech, or financial services experience is preferred.
• Bachelor’s degree in Finance, Business, Economics, or related field (or equivalent experience).
• Understanding of, or strong interest in, capital markets and common investment vehicles (Equities, ETFs, Mutual Funds) and portfolio concepts.
• Strong written and verbal communication skills with a customer-first mindset.
• Highly organized with excellent time management, attention to detail, and ability to prioritize multiple tasks.
• Comfortable working in a fast-paced, collaborative environment and contributing to team goals.
• Demonstrated ability to build and maintain strong client relationships.

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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, and a celebration day.
• Paid parental leave.
• Hybrid work schedule (in-office + remote flexibility) and summer hours.
• Modern, centrally located offices with snacks, coffee, and weekly lunch credits.
• Regular team events, recognition programs, and a collaborative culture.

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Compensation

The base salary range for this role is $50,000–$60,000 USD. Total Cash Compensation (including bonuses/variable pay) is estimated at $55,000–$65,000 USD. Final salary will be determined based on skills and experience and in compliance with applicable pay transparency laws.

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Why Join Confidential Client

Join a mission-driven fintech/wealth management team that values curiosity, collaboration, and people-first leadership. You’ll gain hands-on experience in client support, product feedback loops, and data-informed customer success initiatives — with opportunities to grow into more senior success, product, or operations roles.

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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.