Customer Support Associate, Betterment

$36-54k

Plus equity. Salary dependent on location

Junior level

New York

Remote from US

More information about location

Automated investing & financial planning

Job no longer available

Automated investing & financial planning

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Job no longer available

$36-54k

Plus equity. Salary dependent on location

Junior level

New York

Remote from US

More information about location

501-1000 employees

FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Company mission

To empower people to build wealth with confidence and ease.

Job

Company

Role

Who you are

Prior experience in customer service, financial services, or retail banking
FINRA Series 65 and/or Series 7/63 combination is a plus!
Exceptional written communication skills and ability to build rapport - you will speak with our customers via phone, email, and in real-time over our live chat feature
Interest in becoming a subject matter expert in finance and personal investing
Technical savvy, specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries
Problem-solving skills and initiative to use available resources to find an answer to a customer’s problem
Flexible availability, generally between the hours of 9am-6pm ET
Strong & reliable WiFi connection is required. A laptop and necessary equipment for the role will be provided

What the job involves

Deliver above-and-beyond customer service and experiences through phone, email, live chat, and social media channels
Explain complex transactional and investment principles clearly, helping prospects and customers understand the benefits of our products
Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple teams to find rapid resolutions
Act as the internal voice of the customer, offering insights to all areas of the business to help build a better product

Our take

Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.

The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.

Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Top investors

-6% employee growth in 12 months

Glassdoor (3.66)

Trustpilot (1.5)

Company

Funding (last 2 of 7 rounds)

Sep 2021

$60m

SERIES F

Jul 2017

$70m

SERIES E

Total funding: $335m

Company benefits

Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.
We encourage you to take time off (seriously) and get the rest you need to do your best work.
Employees welcoming little ones are eligible for our robust parental leave policy after six months of employment.
We offer a 401(k) match and a match on qualified student loan payments.
Gain a stake in Betterment’s success with company equity grants.
Snacks, beverages, and catered lunches at our NYC HQ.
We provide LGBTQIA+ transition and fertility support.
Make connections through seven employee affinity groups and a social calendar of hybrid events.

Company HQ

Chelsea, New York, NY

Leadership

Sarah Kirshbaum Levy

(CEO)

Prior to joining Betterment in 2020, Sarah served as the COO for Viacom Media Networks.

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