Customer Success Associate

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

We’re looking for a Customer Support Associate I to join our Customer Success team. This is an entry level position that puts you on the frontlines of support - allowing you to dive in and learn the ins and outs of our platform and customers. You’ll be a key player on a team that is passionate about enhancing client relationships, ensuring their needs are met, and providing exceptional support.

In addition to responding to inquiries and troubleshooting issues, you’ll have the chance to own impactful projects and work cross-functionally to surface insights that can drive client engagement and retention. You’ll also identify opportunities for process improvement and automation, help to close gaps between client needs and our platform offerings, and ensure continued growth and value delivery to our customers.

Key Responsibilities

• Respond to inbound customer inquiries related to the YCharts platform or account access via email, chat, and phone.
• Troubleshoot product, data, or technical issues, escalating to management or engineering as needed.
• Assist in developing and implementing systems to monitor usage trends and customer health, enabling data-driven insights that drive engagement and growth.
• Serve as a voice of the customer, sharing feedback and insights with product, marketing, and engineering teams.
• Collaborate cross functionally to create educational resources tailored to different customer segments.

Qualifications & Experience

• 0 - 2 years of experience in a customer support, client success, or account management role within the fintech, wealthtech, or financial services industry.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Understanding of, or strong interest in, capital markets, investment vehicles (Equities, ETFs, Mutual Funds), and portfolio concepts.
• Proven ability to succeed in a fast-paced, collaborative environment—managing and prioritizing multiple projects with strong attention to detail and follow-through.
• Excellent communication skills—both written and verbal—with a passion for delivering great client service.
• Highly organized and detail-oriented with strong time management skills.
• Demonstrated ability to work in a team environment that requires quick turnaround and quality output.
• Proven ability to develop and maintain strong client relationships.

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices that are stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $50,000-$60,000 USD, and the Total Cash Compensation range is $55,000-$65,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.