Customer Service & Operations Associate
Company: Capitalize
Location: Portville
Posted on: January 23, 2023
|
|
Job Description:
Job description About Us: We're fixing the retirement savings
system - come join us. We're on a mission to make saving for
retirement easy. Our first product helps people digitally locate
their old 401k accounts and consolidate them into a new account at
any financial institution - without the paperwork, phone calls, and
faxes of the past. We believe all Americans should retire with
enough money for a life of dignity. Over time, we intend to
eliminate all of the friction & fees embedded in the retirement
savings system that stops them from doing so - and we're not
stopping there. We've raised capital from leading venture investors
including Canapi Ventures, Greycroft, RRE, Bling Capital, and
Walkabout Ventures. We're a 35-person company based in New York
City. About The Role: 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. We believe
that in-person interactions amongst our team members are important,
especially as we scale our Customer Service division. As the team
has grown, we've taken a thoughtful approach in determining how our
team can drive the best results for our customers. Due to the
importance of this role, this position is based full-time in our
New York City headquarters, where you'll have the ability to work
closely with our growing team. What You'll Do: Guide customers
through the Capitalize rollover experience and answer their
questions through chat, e-mails, and phone calls Become an expert
on 401ks, rollovers, and IRAs Communicate with financial
institutions and employers on behalf of customers to help with
their transactions, where necessary Contribute to our internal
knowledge-base and external FAQs based on customer
questions/comments Synthesize customer feedback and share with
other team-members What You'll Bring: 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 We Offer: Industrious office space in
New York City, with great in-office perks including Daily Breakfast
and Craft Coffee, Private Conference Rooms, Flexible Office Space,
and more Competitive compensation package (annual salary of
$48,000-$55,000) and equity in the company Medical, dental, and
vision insurance, with 100% premium covered for staff and 50% for
dependents 401k plan access Unlimited paid time off 12 weeks of
fully-paid parental leave Maven, One Medical and Teladoc
memberships ClassPass fitness perk We're a mission-driven company
focused on doing what's right - for our customers and for our team.
That means assembling a group of diverse, hardworking people who
want to be their best in a setting that's open and inclusive for
all. We're committed to diversity in both measurable terms (e.g.
gender, race) and across other dimensions like skill sets and
experiences. We believe that a diverse, equitable and inclusive
company enriches our professional and personal lives. If that
speaks to you, we want to meet you. Come help us build
Keywords: Capitalize, Buffalo , Customer Service & Operations Associate, Other , Portville, New York
Click
here to apply!
|