About Betterment
Automated investing for confident financial futures
Key Highlights
- Largest independent digital investment advisor in the U.S.
- Raised $335 million in Series E funding
- Over 700,000 customers using the platform
- Offers 'Crypto Investing by Betterment' in partnership with Gemini
Betterment is the largest independent digital investment advisor in the U.S., providing automated investing and financial planning services through its app-based platform. Headquartered in Chelsea, New York, Betterment has raised $335 million in funding and serves over 700,000 customers, offering pe...
🎁 Benefits
Betterment offers a 401(k) match, equity grants, and comprehensive medical, dental, and vision coverage. Employees enjoy a robust parental leave polic...
🌟 Culture
Betterment fosters a data-driven culture that emphasizes innovation in fintech and personalized financial guidance. The company supports employee conn...
Customer Support • Mid-Level
Overview
Betterment is hiring a Customer Support Specialist to provide exceptional financial guidance and support to clients. You'll engage with clients via phone and email, helping them navigate financial products and make informed decisions. This role requires FINRA licenses and offers a hybrid work environment based in New York City.
Job Description
Who you are
You have experience in customer support, particularly in the finance sector, and are passionate about helping clients achieve their financial goals. Your strong communication skills allow you to engage effectively with clients, providing them with the guidance they need to navigate their financial journeys. You hold FINRA licenses, which enable you to offer compliant financial advice and support. You thrive in a team environment and are dedicated to delivering exceptional customer experiences. You understand the importance of quality and clarity in communication, ensuring that clients feel confident in their decisions. You are adaptable and can handle a variety of client inquiries, always aiming to exceed expectations.
What you'll do
As a Customer Support Specialist at Betterment, you will be a key member of the Human Advice team, focusing on providing personalized support to high-value clients. You will engage with clients through phone and email, assisting them in understanding Betterment's platform and financial products. Your role will involve guiding clients through important milestones in their retirement and wealth management journeys, ensuring they have the information they need to make informed decisions. You will be responsible for resolving client issues and delivering exceptional service that delights customers. Your expertise will help clients feel confident in their financial choices, and you will work closely with your team to continuously improve the customer experience.
What we offer
Betterment offers a hybrid work environment, allowing you to work both in-office and remotely. You will be part of a mission-driven company that empowers individuals to build wealth with confidence and ease. The role provides opportunities for professional growth and development within a supportive team. You will have access to resources and tools that enhance your ability to serve clients effectively. Betterment values its employees and fosters a culture of collaboration and innovation, making it an exciting place to work.
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