Customer Service & Operations Associate
Job Highlights:Start Date: Immediate openings availableCompensation: a competitive salaryCompany: WorkwarpLocation: RemotePosition: Customer Service & Operations Associate  About Us:
WeÂre fixing the retirement savings system - come join us...
WeÂre on a mission to make saving for retirement easy. Our first product helps people digitally locate their old 401k accounts and consolidate them into a new account at any financial institution - without the paperwork, phone calls, and faxes of the past.
We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction & fees embedded in the retirement savings system that stops them from doing so - and weÂre not stopping there.
WeÂve raised capital from leading venture investors including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures. We're a 35-person company based in New York City.
About The Role:
Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, youÂll play a key role in helping our customers consolidate their retirement accounts. YouÂll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. YouÂll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap. WeÂre a small team and moving fast -- youÂll work directly with all members of the company.
What YouÂll Do:
 Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls
 Become an expert on 401ks, rollovers, and IRAs
 Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
 Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
 Synthesize customer feedback and share with other team-members
What You'll Bring:
 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 We Offer:
 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
 Unlimited paid time off
 12 weeks of fully-paid parental leave
 Maven, One Medical and Teladoc memberships
 ClassPass fitness perk
WeÂre a mission-driven company focused on doing whatÂs right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting thatÂs open and inclusive for all. WeÂre committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build Apply Job! Ready for an Easy Start?This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you. Apply now!
Apply Now
WeÂre fixing the retirement savings system - come join us...
WeÂre on a mission to make saving for retirement easy. Our first product helps people digitally locate their old 401k accounts and consolidate them into a new account at any financial institution - without the paperwork, phone calls, and faxes of the past.
We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction & fees embedded in the retirement savings system that stops them from doing so - and weÂre not stopping there.
WeÂve raised capital from leading venture investors including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures. We're a 35-person company based in New York City.
About The Role:
Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, youÂll play a key role in helping our customers consolidate their retirement accounts. YouÂll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. YouÂll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap. WeÂre a small team and moving fast -- youÂll work directly with all members of the company.
What YouÂll Do:
 Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls
 Become an expert on 401ks, rollovers, and IRAs
 Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
 Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
 Synthesize customer feedback and share with other team-members
What You'll Bring:
 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 We Offer:
 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
 Unlimited paid time off
 12 weeks of fully-paid parental leave
 Maven, One Medical and Teladoc memberships
 ClassPass fitness perk
WeÂre a mission-driven company focused on doing whatÂs right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting thatÂs open and inclusive for all. WeÂre committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build Apply Job! Ready for an Easy Start?This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you. Apply now!
Apply Now