Experienced Customer Service and Operations Associate – Retirement Account Consolidation and Financial Guidance Expert

Welcome to blithequark: Empowering Financial Futures

At blithequark, we're on a mission to make saving for retirement easier, less confusing, and more accessible to everyone. We believe that by consolidating retirement accounts and providing exceptional customer service, we can empower individuals to take control of their financial futures. As a key player in this endeavor, we're seeking an experienced Customer Service and Operations Associate to join our dynamic team. If you're passionate about helping people achieve their long-term financial goals and have a strong background in customer service, we want to hear from you.

The Role: Customer Service and Operations Associate

As a Customer Service and Operations Associate at blithequark, you'll play a vital role in ensuring our customers have an outstanding experience with our services. Your primary focus will be on helping customers consolidate their retirement accounts, addressing their queries, and providing guidance on our products. You'll be the voice of our customers, advocating for their needs and sharing valuable feedback with our product and engineering teams to inform our product roadmap. In this role, you'll work closely with all members of the company, collaborating to drive growth, improve processes, and enhance customer satisfaction.

Key Responsibilities:

• Provide exceptional customer service, responding to customer inquiries, and resolving issues in a timely and professional manner
• Assist customers in consolidating their retirement accounts, ensuring a seamless and efficient process
• Act as a customer advocate, gathering and sharing feedback with our product and engineering teams to drive product development and improvement
• Collaborate with cross-functional teams to identify areas for process improvement and implement changes to enhance customer experience
• Work flexible hours as needed to ensure customer issues are resolved promptly and efficiently
• Stay up-to-date with industry trends, regulatory changes, and best practices in customer service and financial services

Requirements and Qualifications:

To succeed in this role, you'll need:

• 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 willingness to obtain them
• A genuine interest in helping people achieve their financial goals and improve their long-term financial well-being
• Familiarity with customer service best practices, tools, and software
• Excellent communication, interpersonal, and problem-solving skills
• Ability to work in a fast-paced environment, prioritizing tasks, and managing multiple projects simultaneously
• Experience working in a startup or similar organization is a plus, but not required

Essential Skills and Competencies:

• Strong customer service skills, with a focus on empathy, active listening, and problem-solving
• Excellent communication and interpersonal skills, with the ability to work with diverse stakeholders
• Ability to work in a fast-paced environment, prioritizing tasks, and managing multiple projects simultaneously
• Strong analytical and problem-solving skills, with attention to detail and a focus on process improvement
• Familiarity with financial services, retirement accounts, and industry regulations

Career Growth and Learning Opportunities:

At blithequark, we're committed to the growth and development of our team members. As a Customer Service and Operations Associate, you'll have access to:

• Ongoing training and professional development opportunities to enhance your skills and knowledge
• Regular feedback and coaching to support your career growth and goals
• Opportunities to work on cross-functional projects, collaborating with different teams and stakeholders
• A dynamic and supportive work environment that encourages innovation, creativity, and experimentation

Work Environment and Company Culture:

At blithequark, we pride ourselves on our collaborative, inclusive, and dynamic work environment. We offer:

• Remote-friendly work arrangements, with the option to work from our office space in New York City
• A competitive compensation package, including an annual salary range of $45,000-$52,000 and equity in the company
• Comprehensive benefits, including medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
• 401k plan access and 12 weeks of fully-paid parental leave
• A culture that values diversity, equity, and inclusion, with a focus on creating a welcoming and supportive work environment

What We Offer:

In addition to a competitive compensation package and comprehensive benefits, we offer a range of perks and benefits, including:

• Flexible work arrangements, with the option to work from home or our office space in New York City
• Professional development opportunities, including training, coaching, and mentorship
• Access to the latest tools and technologies, with a focus on innovation and experimentation
• A dynamic and supportive work environment, with a focus on collaboration, creativity, and fun

Conclusion:

If you're passionate about helping people achieve their financial goals and have a strong background in customer service, we want to hear from you. As a Customer Service and Operations Associate at blithequark, you'll play a vital role in shaping the future of retirement savings and empowering individuals to take control of their financial futures. Apply now to join our dynamic team and start your journey with blithequark.