Customer Service and Operations Associate
Remote, USA
Full-time
Posted 2025-03-13
Description: ? Saving for retirement is hard, with lots of friction and confusion. ? As a Customer Service Specialist, you?ll play a key role in helping our customers consolidate their retirement accounts. ? You?ll be critical to 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 and share customer feedback with our product & engineering teams to inform our product roadmap. ? We?re a small team and moving fast -- you?ll 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
Similar Remote Jobs
Customer Service and Operations Associate
Posted on: 31-01-2025 09:58
Senior Analyst - Inventory Accounting
Posted on: 31-01-2025 09:58
Part-Time Bookkeeper/Controller (Bilingual - Spanish)
Posted on: 31-01-2025 09:58
Marketing and Communications Associate (Part-Time)
Posted on: 31-01-2025 09:58
Apple Careers Work From Home
Posted on: 31-01-2025 09:58
German Freelance Transcription Specialist (Belgium)
Posted on: 31-01-2025 09:58
CSR - Customer Service Representative/Cashier
Posted on: 31-01-2025 09:58
Enterprise Strategic Program Management Advisor
Posted on: 31-01-2025 09:58
Mortgage Sales Call Center Agent
Posted on: 31-01-2025 09:58
CDL A Independent Truck Driver
Posted on: 31-01-2025 09:58
Delta remote jobs (Virtual Assistant)
Posted on: 14-11-2024 08:01
Amazon Data Entry Jobs ? Work From Home $23/Hour
Posted on: 07-09-2024 00:00
DoorDash Courier Driver
Posted on: 12-09-2024 00:00
Paid Product Tester at Write App Reviews (No Experience)
Posted on: 31-01-2025 10:01
Accounts Payable Specialist (Remote)
Posted on: 29-09-2024 00:00
Manager Digital Case Management - 100% Remote
Posted on: 15-07-2024 02:16
Executive Assistant, Enterprise Portfolio & Program Management
Posted on: 20-01-2025 00:00
Part Time Accountant - Remote
Posted on: 17-02-2025 05:59
Principal, Seller Insights, Selling Partner Communities
Posted on: 14-02-2025 07:18
Associate Creative Director (2D), Experience Design
Posted on: 24-10-2024 05:38