Registered Client Success Voice Associate

M1
·
Posted: 
August 18, 2023
·
Onsite
Job Commitment
Full-time
Job Commitment
Mid Level
Job Function
Customer Service
Salary
N/A
Job Commitment
Full-time
Experience Level
Mid Level
Workplace Type
Onsite
Job Function

This job is closed

We regret to inform you that the job you were interested in has now been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

About the position

The job overview for this position is that M1 is seeking a highly motivated individual with FINRA licensing and a passion for client advocacy. The Client Success Associate will act as the primary liaison for all M1 product users, providing a world-class client experience and strategically supporting clients throughout their journey. The associate will also be responsible for aggregating client feedback and providing actionable information to prioritize and develop features within the application. Overall, M1 is looking for a compassionate individual who will go above and beyond to improve the user experience within the platform.

Responsibilities

  • Develop an in-depth knowledge of all M1 products and offerings
  • Respond to customer calls and emails in a professional and prompt manner
  • Resolve customer queries, recommend solutions, and guide product users through features and functionality
  • Meet key SLAs and Support Metrics, meeting or exceeding objectives
  • Escalate tickets to appropriate team members based on severity
  • Answer phone calls for assistance and routing to other departments
  • Proactively identify and solve problems
  • Learn multiple software platforms, especially Internal Tools
  • Understand the business needs of current and prospective clients
  • Be flexible with working hours, including evenings, weekends, or holidays
  • Have an interest in personal finance

Requirements

  • FINRA licensing (SIE, Series 7, and Series 63 or 66)
  • 2+ years of tangible work experience in operations, customer service, or working at a broker-dealer
  • Customer focused and a passion for speaking to customers, answering queries, and solving complex issues
  • Exceptional listening skills and the ability to ask probing questions, understand concerns, overcome objections, and take proactive approaches
  • Excellent written and verbal communication skills and the ability to build rapport
  • Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Ability to multi-task and complete timelines in a fast-paced, rapidly growing company
  • Ability to identify and escalate priority issues
  • Analyze while being solution-driven and excel at solving problems, particularly in collaborative, team settings
  • Technically proficient: ability to learn multiple software platforms (especially Internal Tools)
  • Empathy: you understand the business needs of current and prospective clients
  • Flexible with working hours, including evenings, weekends, or holidays
  • Interest in personal finance

Benefits

  • Competitive Pay and Stock Options
  • Comprehensive health, dental, vision, disability, and life insurance
  • Retirement benefit with employer match
  • Unlimited PTO
  • $500 to spend on home office equipment while working from home
  • Stylish M1 swag
  • Socially distant team outings, celebrations, and events
  • Transparent and open communication with leadership
  • Office in the Loop with a Game Room and Gym
  • Access to employee workshops and training about financial literacy, empathy and mental health, professional development, and more
  • Free subscription to Insight Timer, the world’s #1 meditation app for sleep, stress, and anxiety

Job Application Resources

No items found.

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M1

M1 is Singapore’s most vibrant and dynamic communications company
Location
Singapore, Central Region
Company Size
1,001-5,000
Workplace Type
Industries
Telecommunications
Hardware
Open Roles
4
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M1

M1 is Singapore’s most vibrant and dynamic communications company
Company Overview

M1 is Singapore’s most vibrant and dynamic communications company

Benefits
  • Unlimited PTO
  • Comprehensive health, dental, vision, disability, and life insurance
  • Stock options for all employees
  • Retirement benefit with employer match
  • $500 to spend on home office equipment while working from home
  • Stylish M1 swag
  • Socially distant team outings, celebrations, and events
  • Transparent and open communication
  • Office in the Chicago Loop with a game room and gym
Less details

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