Customer Service & Operations Associate – Join careerzynith in Revolutionizing Retirement Savings
At careerzynith, we're on a mission to solve critical problems in the $20 trillion retirement savings market with delightful products, scalable technology, and a world-class team. Our goal is to help Americans better save for retirement by modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually and currently involve manual, paper-based processes. By doing so, we're assisting the almost 20 million Americans who change jobs each year with a 401(k) to do the right thing with their assets rather than lose them to fees and taxes.
With $35 million in funding from leading venture capital investors, including RRE Ventures, Canapi Ventures, Greycroft, and others, we've been recognized as one of TIME's 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US. Our team is small but mighty, and we're moving fast – you'll work directly with all members of the company to help us achieve our mission.
**About the Role:**
As a Customer Service & Operations Associate at careerzynith, you'll play a critical role in helping our customers consolidate their retirement accounts. You'll be the face of our company, ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You'll also be an advocate for the customer, sharing feedback with our product & engineering teams to inform our product roadmap.
**Key Responsibilities:**
* Guide customers through the careerzynith rollover experience and answer their questions through chat, emails, and phone calls
* Become an expert on 401(k)s, 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 work environment 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
* 401(k) plan access
* 12 weeks of fully-paid parental leave
**Our Culture:**
We're a mission-driven company focused on doing what's 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 that's open and inclusive for all. We're 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!
**Why Join careerzynith?**
* Be part of a mission-driven company that's making a real impact in the retirement savings market
* Work with a talented team of professionals who are passionate about their work
* Enjoy a competitive compensation package and equity in the company
* Take advantage of our remote-friendly work environment and flexible hours
* Develop your skills and expertise in a fast-paced and dynamic environment
* Contribute to a company that's committed to diversity, equity, and inclusion
**How to Apply:**
If you're passionate about helping people achieve their financial goals and want to be part of a mission-driven company that's making a real impact, we want to hear from you. Apply now to join our team as a Customer Service & Operations Associate and help us revolutionize retirement savings.
Apply Now!
Apply for this job
With $35 million in funding from leading venture capital investors, including RRE Ventures, Canapi Ventures, Greycroft, and others, we've been recognized as one of TIME's 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US. Our team is small but mighty, and we're moving fast – you'll work directly with all members of the company to help us achieve our mission.
**About the Role:**
As a Customer Service & Operations Associate at careerzynith, you'll play a critical role in helping our customers consolidate their retirement accounts. You'll be the face of our company, ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You'll also be an advocate for the customer, sharing feedback with our product & engineering teams to inform our product roadmap.
**Key Responsibilities:**
* Guide customers through the careerzynith rollover experience and answer their questions through chat, emails, and phone calls
* Become an expert on 401(k)s, 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 work environment 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
* 401(k) plan access
* 12 weeks of fully-paid parental leave
**Our Culture:**
We're a mission-driven company focused on doing what's 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 that's open and inclusive for all. We're 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!
**Why Join careerzynith?**
* Be part of a mission-driven company that's making a real impact in the retirement savings market
* Work with a talented team of professionals who are passionate about their work
* Enjoy a competitive compensation package and equity in the company
* Take advantage of our remote-friendly work environment and flexible hours
* Develop your skills and expertise in a fast-paced and dynamic environment
* Contribute to a company that's committed to diversity, equity, and inclusion
**How to Apply:**
If you're passionate about helping people achieve their financial goals and want to be part of a mission-driven company that's making a real impact, we want to hear from you. Apply now to join our team as a Customer Service & Operations Associate and help us revolutionize retirement savings.
Apply Now!
Apply for this job