🛠 Tech Stack

💼 About This Role

You'll serve as a first point of contact for plan sponsors, managing inbound emails and calls to resolve issues. Collaborate cross-functionally to ensure client satisfaction and provide data-driven insights to improve the platform. This role offers a chance to join a high-growth fintech startup with hybrid work and equity.

🎯 What You'll Do

• Assist advisors and sponsors with servicing and administration issues.
• Manage client expectations regarding process and timing standards.
• Resolve one-touch tickets at initial contact using online tools.
• Participate in scheduled client conference calls to provide plan status.

📋 Requirements

• Team mentality and ability to multitask in a high-volume environment.
• Strong time management and organizational skills for timely communications.
• Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
• Willingness to work 9am ET to 6pm ET.

✨ Nice to Have

• Retirement industry experience.
• Series 6, 7, 63, 65, or 66 licenses.
• QKA or QKC certifications.

🎁 Benefits & Perks

• 💰 Competitive base salary $50K - $55K plus bonus pool and equity.
• 🏖️ Generous vacation offering and hybrid office policy.
• 🏥 Health coverage and Employee Wellbeing Committee.
• 🏢 Bright, comfortable offices in multiple locations.
• 401(k) plan.

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Skill Screen· 45 min
3. 3Interview Panel· 60 min
4. 4Reference Check· 30 min