Job Description
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Chicago IL USA
Hybrid
50K-65K Annually
Entry level
Cloud • Fintech • Software • Financial Services
YCharts enables smarter investment decisions and better client communication for the wealth management industry.
The Role
The Customer Success Associate I responds to customer inquiries troubleshoots issues monitors usage trends collaborates on educational resources and provides support to enhance client relationships and drive engagement.
Summary Generated by Built In
Job Type
Full-time
Description
The Company
YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research proposal generation and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list - a testament to our sustained growth strong culture and industry-wide impact. Thousands of leading RIAs asset managers and broker-dealers use YCharts to turn data into decisions insights into action and client conversations into growth.
The Position
We're looking for a Customer Support Associate I to join our Customer Success team. This is an entry level position that puts you on the frontlines of support - allowing you to dive in and learn the ins and outs of our platform and customers. You'll be a key player on a team that is passionate about enhancing client relationships ensuring their needs are met and providing exceptional support.
In addition to responding to inquiries and troubleshooting issues you'll have the chance to own impactful projects and work cross-functionally to surface insights that can drive client engagement and retention. You'll also identify opportunities for process improvement and automation help to close gaps between client needs and our platform offerings and ensure continued growth and value delivery to our customers.
Key Responsibilities
Qualifications & Experience
Benefits & Perks
Compensation
At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements: the base salary range for this role is $50000-$60000 USD and the Total Cash Compensation range is $55000-$65000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts
YCharts is more than a fintech company-we're a team driven by curiosity collaboration and people-first leadership. We believe innovation thrives in an environment where ideas are heard growth is supported and impact is measurable.
Our award-winning culture reflects that commitment:
At YCharts you'll do meaningful work grow alongside a talented team and see the results of your impact every day.
YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.
Salary Description
$55000 - $65000
Full-time
Description
The Company
YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research proposal generation and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list - a testament to our sustained growth strong culture and industry-wide impact. Thousands of leading RIAs asset managers and broker-dealers use YCharts to turn data into decisions insights into action and client conversations into growth.
The Position
We're looking for a Customer Support Associate I to join our Customer Success team. This is an entry level position that puts you on the frontlines of support - allowing you to dive in and learn the ins and outs of our platform and customers. You'll be a key player on a team that is passionate about enhancing client relationships ensuring their needs are met and providing exceptional support.
In addition to responding to inquiries and troubleshooting issues you'll have the chance to own impactful projects and work cross-functionally to surface insights that can drive client engagement and retention. You'll also identify opportunities for process improvement and automation help to close gaps between client needs and our platform offerings and ensure continued growth and value delivery to our customers.
Key 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.
Qualifications & Experience
- 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 & Perks
- 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.
Compensation
At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements: the base salary range for this role is $50000-$60000 USD and the Total Cash Compensation range is $55000-$65000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts
YCharts is more than a fintech company-we're a team driven by curiosity collaboration and people-first leadership. We believe innovation thrives in an environment where ideas are heard growth is supported and impact is measurable.
Our award-winning culture reflects that commitment:
- Inc. 5000 Fastest Growing Companies (nearly a decade running)
- Crain's Best Places to Work in Chicago
- Inc. Best Places to Work
- Built In Chicago Best Places to Work
- American Banker Best Fintechs to Work For
At YCharts you'll do meaningful work grow alongside a talented team and see the results of your impact every day.
YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.
Salary Description
$55000 - $65000
Skills Required
- 0 - 2 years of experience in customer support client success or account management
- Bachelor's degree in Finance Business Economics or a related field
- Understanding of capital markets and investment vehicles
- Excellent verbal and written communication skills
- Proven ability to work in a team environment
What the Team is Saying
YCharts Compensation & Benefits Highlights
- Healthcare Strength—Listings and company profiles indicate 100% employer-paid medical dental and vision for employees plus mental-health resources and FSAs. Feedback suggests this comprehensive coverage is a standout element of the package.
- Leave & Time Off Breadth—Public benefit summaries describe generous PTO across vacation sick holidays bereavement and paid parental leave. Feedback suggests this breadth supports work–life balance in remote and in-office settings.
- Retirement Support—Sources describe a 401(k) with employer match along with disability and life insurance. Feedback suggests these features reinforce long-term financial security.
YCharts Insights
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The Company
HQ: Chicago IL
142 Employees
Year Founded: 2009
What We Do
YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use daily we might be outgrowing our name—but not our mission. From humble beginnings YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals—tools that are easy to use reliable and timely data and customer service that stands head and shoulders above the industry. We couldn’t imagine doing it any other way.
Why Work With Us
Our people are the heart of YCharts providing our clients with top-notch service and continuously shaping our product for the better.
Gallery
YCharts Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Remote employees make their way to our Chicago HQ ~2 times per year.
Typical time on-site: Flexible
HQChicago Office
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Date Posted
05/09/2026
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