Customer Service and Operations Associate
Remote, USA
Full-time
Posted 2025-07-20
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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