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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