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 revolutionize the way people approach retirement savings, making it easier, less confusing, and more accessible for everyone. We believe that saving for retirement should be a straightforward and stress-free process, and we're dedicated to helping our customers achieve their long-term financial goals. As a leader in the financial technology industry, blithequark is committed to providing innovative solutions that make a real difference in people's lives. About the Role: Customer Service and Operations Associate We're seeking an exceptional Customer Service and Operations Associate to join our dynamic team at blithequark. As a key member of our customer-facing team, you'll play a vital role in ensuring that our customers have an outstanding experience with us, from initial contact to long-term relationship-building. Your expertise and passion for delivering top-notch customer service will be instrumental in helping our customers consolidate their retirement accounts, build confidence in their financial futures, and achieve their goals. Key Responsibilities: Provide exceptional customer service, responding to customer inquiries, resolving issues, and offering personalized support to ensure a seamless experience Act as an advocate for our customers, gathering and sharing feedback with our product and engineering teams to inform our product roadmap and drive continuous improvement Collaborate closely with all members of the blithequark team, including product, engineering, and operations, to ensure a cohesive and customer-centric approach Stay up-to-date with industry trends, best practices, and regulatory requirements, applying this knowledge to enhance our customer service offerings and maintain compliance Work flexibly to meet customer needs, including occasional evening or weekend work to resolve customer issues and ensure prompt support Requirements and Qualifications: To succeed in this role, you'll need: At least 4 years of relevant experience in a customer service or client-facing role, preferably in the financial industry FINRA licenses (e.g., Series 6, 7) or a strong willingness to obtain them A genuine passion for helping people achieve their financial goals and improve their overall well-being Familiarity with customer service best practices, tools, and technologies Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively in a fast-paced environment Experience working in a startup or similar dynamic organization is a plus, as is a strong adaptability and willingness to learn and grow with our team Preferred Qualifications: Experience with retirement account consolidation, financial planning, or a related field Knowledge of industry-specific regulations, such as ERISA or SEC guidelines Proficiency in customer relationship management (CRM) software, helpdesk tools, or other customer service technologies A strong understanding of financial markets, investment products, and retirement savings options Skills and Competencies: To excel in this role, you'll need to demonstrate: Exceptional customer service skills, with a patient, empathetic, and solutions-focused approach Strong communication and interpersonal skills, with the ability to build rapport with customers, colleagues, and stakeholders Problem-solving and analytical skills, with a proactive and resourceful approach to resolving customer issues Adaptability and flexibility, with a willingness to learn, grow, and evolve with our team and the industry Collaboration and teamwork skills, with a strong ability to work effectively with cross-functional teams and stakeholders Career Growth and Learning Opportunities: At blithequark, we're committed to helping our team members grow and develop their skills and careers. As a Customer Service and Operations Associate, you'll have access to: Comprehensive training and onboarding programs to ensure your success in the role Ongoing professional development opportunities, including workshops, webinars, and industry conferences Mentorship and coaching from experienced team members and leaders Opportunities for career advancement and growth within the company Work Environment and Company Culture: At blithequark, we pride ourselves on our dynamic, supportive, and inclusive work environment. You'll enjoy: A remote-friendly work arrangement, with the option to work from our New York City office or from anywhere in the United States A collaborative, open-door culture that encourages feedback, innovation, and creativity A team of passionate, talented, and dedicated professionals who share your commitment to making a difference in people's lives Regular team-building activities, social events, and celebrations to foster camaraderie and connection Compensation, Perks, and Benefits: We offer a competitive compensation package, including: An annual salary range of $45,000-$52,000, depending on experience Equity in the company, so you can share in our success and growth Comprehensive medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents 401(k) plan access, so you can save for your own retirement goals 12 weeks of fully paid parental leave, because we believe in supporting your family and well-being Conclusion: If you're passionate about delivering exceptional customer service, making a difference in people's lives, and growing with a dynamic team, we want to hear from you. Apply now to join blithequark as a Customer Service and Operations Associate and embark on a rewarding career that will help you achieve your goals and make a lasting impact in the financial industry.