Work From Home Customer Service & Operations Associate – Join careerzynith's Mission-Driven Team
At careerzynith, we're revolutionizing the way people save for retirement by modernizing the $1 trillion in retirement account transfers that happen annually. Our mission-driven team is passionate about helping Americans better save for retirement by providing delightful products, scalable technology, and a world-class customer experience. We're seeking an experienced Customer Service & Operations Associate to join our team and help us achieve our mission.
**About careerzynith**
careerzynith is a fast-growing fintech company that's making a significant impact in the retirement savings market. We've raised $35mm from leading venture capital investors and have 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 diverse, hardworking, and committed to doing what's right for our customers and for each other.
**The Role**
As a Customer Service & Operations Associate, you'll play a critical role in helping our customers consolidate their retirement accounts. You'll be the face of careerzynith, providing exceptional customer service through chat, emails, and phone calls. You'll also be an advocate for our customers, sharing their feedback with our product and engineering teams to inform our product roadmap. We're a small team, and you'll work directly with all members of the company to drive our mission forward.
**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 with flexible hours
* 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
* Opportunities for professional growth and development in a dynamic and mission-driven environment
**Our Culture**
At careerzynith, we're committed to diversity, equity, and inclusion. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. We're looking for individuals who share our values and are passionate about making a difference in the retirement savings market.
**Why Join careerzynith?**
* Be part of a mission-driven team that's making a significant impact in the retirement savings market
* Work with a diverse and talented team of professionals who are passionate about customer service and operations
* Enjoy a competitive compensation package and equity in the company
* Take advantage of opportunities for professional growth and development in a dynamic and fast-paced environment
* Make a difference in the lives of our customers and help them achieve their financial goals
**How to Apply**
If you're passionate about customer service and operations, and you're looking for a challenging and rewarding role in a mission-driven company, we encourage you to apply. Even if you feel you're not a perfect match, we'd still love to hear from you. We're looking for great people to join our friendly team.
Apply To This Job
**Note:** careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive and equitable work environment that values diversity, equity, and inclusion.
Apply for this job
**About careerzynith**
careerzynith is a fast-growing fintech company that's making a significant impact in the retirement savings market. We've raised $35mm from leading venture capital investors and have 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 diverse, hardworking, and committed to doing what's right for our customers and for each other.
**The Role**
As a Customer Service & Operations Associate, you'll play a critical role in helping our customers consolidate their retirement accounts. You'll be the face of careerzynith, providing exceptional customer service through chat, emails, and phone calls. You'll also be an advocate for our customers, sharing their feedback with our product and engineering teams to inform our product roadmap. We're a small team, and you'll work directly with all members of the company to drive our mission forward.
**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 with flexible hours
* 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
* Opportunities for professional growth and development in a dynamic and mission-driven environment
**Our Culture**
At careerzynith, we're committed to diversity, equity, and inclusion. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. We're looking for individuals who share our values and are passionate about making a difference in the retirement savings market.
**Why Join careerzynith?**
* Be part of a mission-driven team that's making a significant impact in the retirement savings market
* Work with a diverse and talented team of professionals who are passionate about customer service and operations
* Enjoy a competitive compensation package and equity in the company
* Take advantage of opportunities for professional growth and development in a dynamic and fast-paced environment
* Make a difference in the lives of our customers and help them achieve their financial goals
**How to Apply**
If you're passionate about customer service and operations, and you're looking for a challenging and rewarding role in a mission-driven company, we encourage you to apply. Even if you feel you're not a perfect match, we'd still love to hear from you. We're looking for great people to join our friendly team.
Apply To This Job
**Note:** careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive and equitable work environment that values diversity, equity, and inclusion.
Apply for this job