Taurus Search · 5 days ago
Customer Success Associate / Client Support Specialist
NYC Metro Area
Full-time
Hybrid
Entry Level
1+ years expTaurus Search is a fast-growing fintech platform transforming how wealth managers deliver value to their clients. They are seeking a Customer Success Associate to serve as the front line for advisor support, onboarding, and relationship management.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Steve R
Responsibilities
Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat
Guide new users through onboarding, training, and adoption of our technology
Troubleshoot client issues and partner with product/operations teams to resolve them quickly
Build relationships that drive engagement, retention, and long-term client satisfaction
Identify opportunities to improve processes and client experience
Qualification
Required
1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)
Excellent communication skills with a strong customer-first mindset
Comfort working in a fast-paced, technology-driven environment
Ability to manage multiple client requests while staying detail-oriented
FINRA licensing (Series 7, 63, or 66)
Benefits
Full benefits
Company
Taurus Search
Taurus Search is a recruitment consulting firm that offers permanent, contract, and temporary placement services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
P
Paul McMahon
Founder
Company data provided by crunchbase