Experienced Customer Service and Operations Associate – Retirement Savings Expertise and Exceptional Client Experience

Welcome to Capitalize: A Mission-Driven Company Revolutionizing Retirement Savings Imagine being part of a team that is dedicated to making a significant impact on people's lives by helping them achieve their long-term financial goals. At Capitalize, we are passionate about solving critical problems in the $20 trillion retirement savings market with innovative products, scalable technology, and a world-class team. Our mission is to assist Americans in saving for retirement by modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually, currently involving manual, paper-based processes. By doing so, we are helping 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. About Our Company Culture and Values We are a dynamic and fast-paced organization that values diversity, equity, and inclusion. Our team is comprised of talented individuals who are passionate about making a difference in people's lives. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. We have raised $35mm from leading venture capital investors, including RRE Ventures, Canapi Ventures, Greycroft, and others, and have been recognized as one of TIME's 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US. About the Role: Customer Service and Operations Associate As a Customer Service and Operations Associate, you will play a vital role in helping our customers consolidate their retirement accounts and ensuring they have a great experience with us. You will be the advocate for our customers, sharing their feedback with our product and engineering teams to inform our product roadmap. You will work directly with all members of the company, collaborating to drive success and growth. If you are passionate about helping people achieve their financial goals and have a strong interest in the financial industry, we encourage you to apply for this exciting opportunity. Key Responsibilities: Guide customers through the Capitalize rollover experience, answering 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 trends 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 and comments Synthesize customer feedback and share with other team members to inform product development and improvement Essential Qualifications: 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) is a plus Strong interest in helping people achieve their financial goals and a passion for the financial industry Familiarity with customer service best practices and tools Ability to work flexible hours if necessary to solve customers' problems Preferred Qualifications: Experience at a startup or similar fast-paced organization Strong analytical and problem-solving skills, with the ability to think critically and outside the box Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and team members Ability to work in a remote environment and collaborate with team members virtually Skills and Competencies Required for Success: To be successful in this role, you will need to possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers and team members. You will need to be a strong problem-solver, with the ability to think critically and outside the box. You will also need to be highly organized and able to prioritize tasks effectively, with a strong attention to detail and a commitment to delivering high-quality results. Career Growth Opportunities and Learning Benefits: At Capitalize, we are committed to helping our team members grow and develop in their careers. We offer a range of training and development opportunities, including workshops, webinars, and conferences. We also provide a mentorship program, where you will be paired with an experienced team member who can provide guidance and support. We believe in promoting from within and offer opportunities for advancement and professional growth. Work Environment and Company Culture Highlights: We are a remote-friendly company, with an office space in New York City. We offer a flexible work environment, with the ability to work from home or in the office. We believe in work-life balance and offer a range of benefits to support our team members' well-being, including medical, dental, and vision insurance, 401(k) plan access, and 12 weeks of fully paid parental leave. We are a diverse and inclusive company, with a strong commitment to diversity, equity, and inclusion. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. Compensation, Perks, and Benefits: We offer a competitive compensation package, with an annual salary of $45,000-$52,000, plus equity in the company. We also offer a range of benefits, including medical, dental, and vision insurance, 401(k) plan access, and 12 weeks of fully paid parental leave. We believe in recognizing and rewarding our team members' hard work and contributions, with a range of perks and benefits, including flexible work arrangements, professional development opportunities, and a fun and dynamic work environment. Conclusion: If you are passionate about helping people achieve their financial goals and have a strong interest in the financial industry, we encourage you to apply for this exciting opportunity. As a Customer Service and Operations Associate, you will play a vital role in helping our customers consolidate their retirement accounts and ensuring they have a great experience with us. You will be part of a dynamic and fast-paced organization that values diversity, equity, and inclusion, and offers a range of benefits and opportunities for growth and development. Don't miss out on this opportunity to make a significant impact and join our team today! Submit Your Application: Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role. We can't wait to hear from you! Apply for this job