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