Experienced Customer Service & Operations Associate – Retirement Savings Market Expert
At blithequark, we're revolutionizing the $20 trillion retirement savings market with innovative products, cutting-edge technology, and a world-class team. As a mission-driven company, we're dedicated to helping Americans better save for retirement by modernizing the $1 trillion in retirement account transfers that happen annually. Our goal is to empower the almost 20 million Americans who change jobs each year with a 401(k) to make informed decisions about their assets, rather than losing them to fees and taxes.
We've made significant strides in our mission, raising $35 million from leading venture capital investors and being recognized as one of TIME's 100 Best Inventions and Forbes' Top 50 Fintech Companies in the US. Now, we're looking for a talented Customer Service & Operations Associate to join our team and help us achieve our vision.
About the Role:
As a Customer Service & Operations Associate at blithequark, you'll play a critical role in ensuring our customers have a seamless experience with our products and services. You'll be the face of our company, guiding customers through the rollover experience, answering their questions, and providing expert advice on 401(k)s, rollovers, and IRAs. Your advocacy for our customers will also inform our product roadmap, helping us to create innovative solutions that meet their needs.
Key Responsibilities:
* Guide customers through the blithequark rollover experience and answer their questions through chat, emails, and phone calls
* Become an expert on 401(k)s, rollovers, and IRAs, staying up-to-date on industry developments and regulations
* Communicate with financial institutions and employers on behalf of customers to facilitate transactions, where necessary
* Contribute to our internal knowledge-base and external FAQs based on customer questions and comments
* Synthesize customer feedback and share insights with other team members to inform product development and improvement
What You'll Bring:
* 4+ years of relevant experience in a customer service or client-facing role, preferably in the financial industry
* Experience working with FINRA licenses (e.g., Series 6, 7) or a strong desire to obtain them
* A passion for helping people achieve their financial goals and a commitment to delivering exceptional customer service
* Familiarity with customer service best practices and tools, such as CRM software and ticketing systems
* Ability to work flexible hours if necessary to solve customers' problems and meet business objectives
* Experience working in a startup or fast-paced organization, a plus
Benefits We Offer:
* Remote-friendly work environment with the option to work from anywhere in the United States or from our office space in New York City
* Competitive compensation package, including an annual salary of $45,000-$52,000 and equity in the company
* Comprehensive benefits package, including medical, dental, and vision insurance, with 100% premium coverage for staff and 50% for dependents
* 401(k) plan access and a generous parental leave policy, including 12 weeks of fully-paid leave
* Opportunities for professional growth and development in a dynamic, mission-driven environment
Our Culture:
At blithequark, we're committed to assembling a diverse, hardworking team that's passionate about making a positive impact in the retirement savings market. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. If you're a motivated, customer-focused individual who shares our values and is eager to join a dynamic team, we want to meet you.
How to Apply:
If you're excited about the opportunity to join our team and contribute to our mission, please submit your application through our website. We can't wait to hear from you!