Customer Support Representative, Pontera

$55-60k

+ Equity grant participation

Entry and Junior level

New York

Wealth management for held-away accounts

Job no longer available

Wealth management for held-away accounts

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$55-60k

+ Equity grant participation

Entry and Junior level

New York

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.

Job

Company

Role

Who you are

We are currently experiencing hyper growth and are looking for an outgoing and enthusiastic Customer Support Representative (CSR) to join our NYC based team
Exceptional team player with the ability to relate to and care for customers
Excellent verbal and written communication skills
High energy, positive, and can-do attitude
High intellect, quick to learn, and eager to excel
Comfortable in a fast-paced, high-growth start-up environment
Resilient problem-solver who embraces challenges with creativity, pushing through failures with a positive outlook
Bachelor’s degree or equivalent

What the job involves

The position presents an exciting opportunity to join a successful start-up as it accelerates its growth
You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt
Provide software support and troubleshoot basic technical issues
Respond to all client questions and issues in a quick and comprehensive manner
Escalate technical issues to the relevant internal teams
Communicate and solve issues with cross-functional teams via phone, email, and video chat
Work on specific projects as needed

Our take

Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.

Pontera is taken from the Latin for “bridge”, and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. It then concentrated on supplying an Order Management System for financial advisors - a smart move that piqued the interest of leading investors.

With strong backing, the company continues supporting people to have more control over their retirement savings. Interestingly, it has butted heads with 401(k) giant Fidelity Investments over whether third-party financial advisors should be allowed to use Pontera to view and manage clients’ retirement assets or not.

Freddie

Company Specialist at Welcome to the Jungle

Insights

30% employee growth in 12 months

Glassdoor (4.7)

Company

Company benefits

Health insurance
Retirement contributions
Employee stock option
Family planning benefits
Hybrid work environment
Meal stipend

Company HQ

Midtown South, New York, NY

Leadership

Yoav Zurel

(Co-Founder & CEO)

A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.

Eyal Halahmi

(Co-Founder & CTO)

Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.

David Weisz

(Co-Founder & CPO)

Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.

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