Experienced Customer Service & Operations Associate – Retirement Savings Expert
At careerzynith, we're revolutionizing the retirement savings system by making it easy for Americans to consolidate their old 401k accounts and start building a secure financial future. As a Customer Service & Operations Associate, you'll play a vital role in helping our customers navigate this process and achieve their long-term financial goals. If you're passionate about delivering exceptional customer experiences, have a knack for problem-solving, and are eager to join a mission-driven team, we want to hear from you.
About Us
careerzynith is a pioneering company that's on a mission to eliminate the friction and fees that hinder people from saving for retirement. Our first product has already made a significant impact by helping individuals digitally locate their old 401k accounts and consolidate them into a new account at any financial institution. We're committed to creating a world where everyone can retire with dignity, and we're just getting started. With the support of leading venture investors, including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures, we're a 35-person company based in New York City. Our team is passionate about making a difference, and we're looking for like-minded individuals to join us on this exciting journey.
About The Role
As a Customer Service & Operations Associate, you'll be the face of careerzynith, working closely with our customers to ensure they have a seamless experience with our product. You'll be responsible for guiding customers through the Capitalize rollover experience, answering their questions through various channels, and becoming an expert on 401ks, rollovers, and IRAs. You'll also communicate with financial institutions and employers on behalf of customers, contribute to our internal knowledge-base and external FAQs, and synthesize customer feedback to inform our product roadmap.
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
* Remote-friendly work environment 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
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- Maven, One Medical, and Teladoc memberships
- ClassPass fitness perk
Our Culture
We're a mission-driven company that's committed to diversity, equity, and inclusion. We believe that a diverse team enriches our professional and personal lives, and we're dedicated to creating an open and inclusive environment for all. If you're passionate about making a difference and want to join a team that's changing the retirement savings landscape, we want to meet you.
Ready to Join the careerzynith Team?
If you're a customer service professional with a passion for helping people achieve their financial goals, we want to hear from you. Apply now to become a part of our dynamic team and help us revolutionize the retirement savings system. Apply for this job