Description

As a licensed Customer Support Specialist on the Human Advice team, you will provide thoughtful, compliant servicing and financial guidance to high-value clients via phone and email. You'll help them navigate the platform, understand products and portfolios, and make informed decisions at key financial milestones.

Requirements

• Active FINRA Series 65 license (or equivalent Series 66)
• 2-4 years of experience in financial services support or guidance
• Strong communication skills to explain financial concepts clearly
• Solid understanding of investment products, retirement strategies, advisory principles
• Organized and detail-oriented with excellent time management

Responsibilities

• Provide licensed guidance on portfolios, tax strategies, and platform features
• Deliver white-glove support via phone and email
• Handle client escalations with professionalism and focus on retention
• Work cross-functionally to improve tools and processes
• Respond to customer support needs on r/Betterment subreddit