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:
What You’ll Bring:
Benefits We Offer:
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!
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