Customer Success Associate
Chicago, IL Customer Success
Job Type

Position: Customer Success Associate

Location: Chicago, IL - hybrid position or Remote 

In Office Requirement: 1 day per week in office 


The Company: 

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. 

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab (8x Inc. 5000 Fastest Growing Company). YCharts proudly services industry-leading names such as, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo. 

The Position:

We are seeking Customer Success Associates (CSA) to drive education and create amazing content to grow and maintain relationships with our clients. CSAs leverage their interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest. Additionally, CSAs work across departments to ensure proper client support and management.

This role will work across departments with Accounting, Marketing, Product, and Sales to provide the best experience for our clients.

What You’ll Be Doing: 

  • Assist customers’ inbound questions pertaining to the YCharts product or their account through a variety of different platforms
  • Assist with troubleshooting data or technical issues and escalating to management when necessary
  • Serve as a client advocate to our product management team
  • Work alongside Customer Success Managers to proactively drive product adoption and education in the onboarding and re-engagement process
  • Collaborate with Marketing to create educational content for different customer segments


Qualifications and Skills:

  • Bachelor's degree in Finance, Business Administration, Economics, or related 
  • Experience in a support or account management role in the financial services industry
  • Knowledge of financial statements and investment vehicles such as Equities, ETFs, and Mutual Funds
  • Interest and curiosity in the financial markets


  • Base Salary: $55,000 annually
  • This position is also eligible for an annual bonus based on individual and team goals and company performance.

Why YCharts?

  • Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
  • Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

  • 8x Inc. 5000 “Fastest Growing Companies” 
  • American Banker's "Best Fintechs to Work For"
  • Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
  • Inc.’s “Best Places to Work” 
  • Inc.’s “Top Regionals: Midwest” 
  • Crain's "Best Places to Work in Chicago"
  • InvestmentNews' "Biggest Fintech Innovations"
  • Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding” 
  • Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
  • Business Intelligent Group’s “Best Places to Work”
  • Hired’s “Top Employers Winning Tech Talent”
  • RepVue's "Reppy Award" for Top Rated Chicago Sales Organizations

Perks & Rec: 

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance 
  • Flexible Spending Accounts (Healthcare and Dependent Care)
  • 401(k) match
  • Paid parental leave
  • Discounted Pet Insurance
  • Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and “Celebration Days”
  • DEI commitment
  • Continued education annual stipend
  • Opportunity to join committees (YCollective, Women at YCharts, and more!)
  • Summer hours— we head out early during the warm months!

In-Office Perks:

  • Weekly Grubhub credits for in-office lunches
  • Rotating selection of high-quality coffees
  • Craft beer, kombucha, and cold brew on tap
  • Snacks and drinks to get you through the day
  • Opportunity to join team leagues like kickball
  • Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.