[Work From Home] Customer Service and Operations Associate
Ready to take the next step in your career? Join us as a Customer Service And Operations Associate! This role in Remote not only offers a great job but also a vibrant community. This position requires a strong and diverse skillset in relevant areas to drive success. You can expect a salary of a competitive salary for this role, plus comprehensive benefits. Â Â Description:
 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.
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 Job! Simple Application ProcessReady to join us? The first step is easy. Click apply now and we'll be in touch soon!
Apply Now
 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.
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 Job! Simple Application ProcessReady to join us? The first step is easy. Click apply now and we'll be in touch soon!
Apply Now