Customer Service and Operations Associate
Remote, USA
Full-time
Posted 2025-08-02
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-$52,000) and equity in the company ? Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents ? 401k plan access ? 12 weeks of fully-paid parental leave
Similar Remote Jobs
Customer Service and Operations Associate
Posted on: 31-01-2025 09:58
Senior Analyst - Inventory Accounting
Posted on: 31-01-2025 09:58
Part-Time Bookkeeper/Controller (Bilingual - Spanish)
Posted on: 31-01-2025 09:58
Marketing and Communications Associate (Part-Time)
Posted on: 31-01-2025 09:58
Apple Careers Work From Home
Posted on: 31-01-2025 09:58
German Freelance Transcription Specialist (Belgium)
Posted on: 31-01-2025 09:58
CSR - Customer Service Representative/Cashier
Posted on: 31-01-2025 09:58
Enterprise Strategic Program Management Advisor
Posted on: 31-01-2025 09:58
Mortgage Sales Call Center Agent
Posted on: 31-01-2025 09:58
CDL A Independent Truck Driver
Posted on: 31-01-2025 09:58
Virtual Medical Transcriptionist- Houston, TX
Posted on: 13-09-2024 00:00
Live Chat Support
Posted on: 22-08-2024 00:00
Walmart Jobs(Online, Part-Time, Data Entry)
Posted on: 16-07-2024 18:47
Select Account Manager (Chicago)
Posted on: 28-11-2024 04:55
United Airlines Remote Positions (WFH Jobs @32$ An Hour) ? MySmartPros
Posted on: 28-10-2024 09:49
Senior Programs and Business Operations Lead, Airbnb Guest Services
Posted on: 30-09-2024 00:00
CVS Part-Time Data Entry Virtual Assistant - Remote Work
Posted on: 18-02-2025 03:59
Amazon Customer Care Associate (Work from Home)
Posted on: 12-09-2024 00:00
Delta Airlines Flight Attendant Flexible Hours Apply Now
Posted on: 12-09-2024 00:00
HR Services Payroll Analyst
Posted on: 23-02-2025 00:00