About Range
Your all-in-one wealth management solution
Key Highlights
- $100 million raised in Series B funding
- Headquartered in Tysons, VA with 101-200 employees
- AI-driven personalized financial guidance
- Comprehensive wealth management services including tax and estate planning
Range is a fintech company headquartered in Tysons, VA, specializing in an all-in-one wealth management dashboard. With $100 million in Series B funding, Range provides services such as investment consultancy, tax planning, retirement, education, estate planning, and insurance optimization. The plat...
🎁 Benefits
Range offers 100% employer-covered medical insurance, 15 vacation days annually, and generous parental leave packages. Employees also benefit from a m...
🌟 Culture
Range fosters a culture focused on leveraging technology to enhance financial planning for families. The company emphasizes collaboration through team...
Overview
Range is hiring an Onboarding Specialist to guide new members through their initial interactions with the product. You'll ensure a seamless onboarding experience as members set up their accounts and connect financial services. This role is ideal for those passionate about customer education and problem-solving.
Job Description
Who you are
You are enthusiastic about providing exceptional customer experiences and have a knack for guiding individuals through new processes. You understand the importance of a smooth onboarding experience and are eager to help members feel confident as they start their financial journey with Range. You possess strong communication skills and enjoy educating others about technology and financial services. You thrive in a collaborative environment and are excited to contribute to a team that values innovation and member satisfaction.
What you'll do
As an Onboarding Specialist at Range, you will be the first point of contact for new members, helping them navigate the onboarding process. You will assist members in setting up their accounts, connecting their financial services, and completing necessary onboarding steps. Your role will involve educating members about the platform's features and ensuring they understand how to maximize their membership benefits. You will work closely with the customer success team to gather feedback and continuously improve the onboarding experience for future members.
What we offer
At Range, you will be part of a dynamic team that is transforming wealth management through innovative technology. We offer a collaborative work environment where your contributions will directly impact our members' financial lives. You will have opportunities for professional growth and development as we continue to expand our services and reach. Join us in making a difference in the financial services industry while enjoying a supportive and inclusive workplace culture.
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