Customer Success Associate

About Willow

Willow is an award-winning WealthTech platform powering financial advisors’ acquisition, growth, and retention of the New Majority of investors: women, NextGen, underrepresented and LGBTQ+ groups. Through the Willow Financial Advisor Certification™ and marketing platform, advisors gain the knowledge and tools needed to better serve these modern clients, align their financial plan with their personal values, and acquire new clients. Willow’s client education and coaching platform and Willow Certified Financial Life Coach Network™ help advisors to immediately diversify their team to better represent and serve these modern clients. Willow is an approved CE sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA®.

Job Description

Do you enjoy helping others and problem-solving to make a positive impact? If so, this could be the perfect match. The Customer Success Associate will collaborate with Willow’s clients and prospects and ensure that every interaction is a high-quality experience. The ideal candidate will have relationship management experience in financial services or wealthtech/ fintech and a track record of creating client-ready communications and documents.

About the role

Deliver exceptional onboarding and ongoing service to both B2B (advisors) and B2C (consumers)
Develop, maintain, and execute strategic client account plans and support documentation
Assist clients with product questions and platform issues
Support the sales team with new initiatives
Communicate with clients by phone, email, or chat
Identify and spearhead improvements to client experience to drive growth
Collect & relay client feedback and inquiries to the appropriate teams

About you

You have 2-3 years of experience in a financial services/fintech/wealthtech client service role
You have excellent interpersonal communication skills
You can deliver quality service to many large clients concurrently
You are committed to improving every client’s experience
You can create client-ready presentations in Canva

Additional Details:

Greater Boston area preferred, but open to candidates in other locations with strong industry experience.
Compensation for this role is salary + equity

What’s next:

If you’re interested in joining the team at Willow, please send a cover letter and resume telling us why you’d be right for the position. As you’ve hopefully seen already, Willow is a place that values personal wellness and diversity of life journeys. Write to us and tell us what you’re all about.

Our Promise:

At Willow, we believe that a diverse, equitable, and inclusive workplace makes us a more relevant, more competitive, and more resilient company. We encourage people from all backgrounds, ages, abilities, and experiences to apply. Willow is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status.