What are the responsibilities and job description for the Customer Success Associate / Client Support Specialist position at Taurus Search?
Customer Success Associate / Client Support Specialist – Fintech SaaS
New York, NY | Hybrid
Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.
We’re looking for a Customer Success Associate (Client Support Specialist) to serve as the front line for advisor support, onboarding, and relationship management.
What You’ll Do
- 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
What We’re Looking For
- 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)
Why Join
- Hybrid NYC office (collaborative, energetic team environment)
- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs
- Competitive base salary bonus full benefits