Customer Service and Operations Associate
Description:
Saving for retirement is hard, with lots of friction and confusion.
As a Customer Service Specialist, youll play a key role in helping our customers consolidate their retirement accounts.
Youll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances.
Youll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap.
Were a small team and moving fast -- youll work directly with all members of the company.
Requirements:
4+ years of relevant experience in a customer service or client-facing role
Experience working in the financial industry, preferably with FINRA licenses (e.g Series 6, 7)
Strong interest in helping people achieve their financial goals
Familiarity with customer service best practices and tools
Ability to work flexible hours if necessary to solve customers problems
Experience at a startup or similar fast-paced organization, a plus
Benefits:
Remote friendly anywhere in the United States with an office space in New York City
Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company
Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
401k plan access
12 weeks of fully-paid parental leave
Apply Now
Saving for retirement is hard, with lots of friction and confusion.
As a Customer Service Specialist, youll play a key role in helping our customers consolidate their retirement accounts.
Youll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances.
Youll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap.
Were a small team and moving fast -- youll work directly with all members of the company.
Requirements:
4+ years of relevant experience in a customer service or client-facing role
Experience working in the financial industry, preferably with FINRA licenses (e.g Series 6, 7)
Strong interest in helping people achieve their financial goals
Familiarity with customer service best practices and tools
Ability to work flexible hours if necessary to solve customers problems
Experience at a startup or similar fast-paced organization, a plus
Benefits:
Remote friendly anywhere in the United States with an office space in New York City
Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company
Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
401k plan access
12 weeks of fully-paid parental leave
Apply Now