Customer Service and Operations Associate

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

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