Senior Customer Success Lead — Fintech, Direct Indexing

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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