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Senior Customer Success Lead — Fintech, Direct Indexing

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Frec Markets, Inc.
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    FinTech
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Frec Markets, Inc. is seeking a dedicated Customer Success professional based in San Francisco to join our growing team. In this role, you will build long-term relationships with clients, ensure they understand our investment tools, and maintain high customer satisfaction metrics.

The ideal candidate has 4-7 years of experience in fintech, holds relevant FINRA licenses, and is adept at using customer ticketing systems. Familiarity with direct indexing and a fast-paced startup environment is a plus.

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Position Requirements
10+ Years work experience
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