YCharts · 2 days ago
Customer Success Associate I
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $60K/yr
0+ years expYCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. The Customer Success Associate I will be responsible for responding to customer inquiries, troubleshooting issues, and collaborating cross-functionally to enhance client relationships and ensure their needs are met.
AnalyticsData VisualizationFinanceFinancial ServicesFinTechSoftwareStock Exchanges
Hiring Manager
Maddie Hoose
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
Qualification
Required
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
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.
Company
YCharts
YCharts is a financial software company providing investment research tools including stock charts, stock ratings, and economic indicators.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.65MKey Investors
MorningstarHPA (Hyde Park Angels),I2A Fund
2020-10-09Acquired
2015-05-18Series C· $6M
2013-05-09Series B· $3.9M
Leadership Team
Sean Brown
President and CEO
Nick Kocinski
CFO
Recent News
2025-09-23
2025-09-19
2025-09-15
Company data provided by crunchbase