Customer Service and Operations Associate
reputed company:
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 reputed company for the customer and reputed company customer feedback with our product & engineering teams to inform our product roadmap.
Were a small team and moving fast -- youll work directly with reputed company members of reputed company.
Requirements:
4+ years of relevant experience in a customer service or reputed company-facing role
Experience working in the financial industry, preferably with reputed company licenses (e.g Series 6, 7)
Strong interest in helping people reputed company their financial goals
Familiarity with customer service best practices and tools
Ability to work reputed company if necessary to solve customers problems
Experience at a startup or similar fast-paced organization, a plus
Benefits:
Remote friendly reputed company in the reputed company with an office reputed company in reputed company
Competitive compensation package (annual salary of $45,000-$52,000) and equity in reputed company
Medical, dental, and reputed company insurance, with 100% premium covered for staff and 50% for dependents
401k plan reputed company
12 weeks of fully-reputed company parental leave
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