408 Customer Service jobs

Description   About the Role The Relationship Management Consultant plays a vital role in building the relationship with our applicant and borrower base. SoFi’s Frontline Team fields inbound customer inquiries and processes loan applications.  In this role, you will act to resolve member dissatisfaction; make outbound contact to members who contact SoFi; provide Operations support to the SoFi Business Development team; and act as a rapid response unit for special projects as assigned. Additionally, when available and as needed, the Customer Service Representative will support other Customer Service Representative teams as well as Reviewer teams. By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools. SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 400,000 members and 1,300 employees, SoFi’s future is bright. Essential Job Functions: Respond to applicant’s inbound inquiries via phone, Secure Chat and email regarding SoFi products Exercise consultative sales techniques demonstrating strong call control Provide world class customer service through First Call Resolution Document every correspondence with applicants and borrowers clearly and concisely Perform outbound outreach to applicants and work with the applicant and the operations team to successfully move applications through the sales process to funding Request and secure required documentation according to documented company procedures Participate in outbound Marketing Campaigns Perform audits to ensure data provided by applicants at submission is accurate and the request meets SOFI specifications pursuant to SOPs Manage correspondence via Desk & Secure Chat Deliver timely, accurate and actionable information to SoFi Teams as appropriate Improve upon and refine sales and customer service knowledge and techniques through ongoing training Strong ability to overcome objections, deescalate inquiries and be genuinely empathetic in conversation with Members Take ownership of resolving member inquiries and attempt to foresee causes of additional inquiries Share insights with management regarding the root causes of Member inquiries, concerns and complaints, advocating on our members’ behalf to improve our products, operations and policies Qualifications and Experience Required Professional demeanor, strong work ethic Previous experience in financial services/sales and/or experience in a contact center Strong verbal and written communication skills Ability to build positive working relationships with SoFi applicants, members and team Advanced computer skills with solid proficiency in Microsoft Office Suite, Databases and Web. Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively Ability to meet critical deadlines in dynamic, rapidly changing environment Self-motivated, resourceful, productive on teams as well as independent work Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills Ability to work evenings, nights and weekend days and overtime Experience handling high volume transactions Track record of successful high impact decision making College degree desired. High school diploma or GED required. Benefits Company paid lunch program, a fully stocked kitchen, and an onsite gym. Competitive salary packages, bonuses, and stock options.  Flexible vacation policy allows you to truly relax and reboot.  Comprehensive health, vision, dental, and life insurance as well as disability benefits. 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.  401(k) and education on retirement planning.  Tuition reimbursement on approved programs, up to $5,250 a year. Monthly contribution to help you pay off your student loans.

Description   About the Role As a SoFi Wealth Investment Advisor, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services.  SoFi offers Robo Advisor services, and is soon expanding into Brokerage and Crypto Currencies. Your main responsibilities are (but not limited to):  Working with customers who would like to open an investment account to help them understand the offering, benefits, and account opening process Providing advice on specific financial wellness, goals, and questions to our members Discussing and explaining investment performance and decisions with current wealth members Providing member’s operational support for specific investment-related questions and issues About SoFi By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.  SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 400,000 members and 1,300 employees, SoFi’s future is bright. Key responsibilities Support members over the phone and problem solve any operational or technical issues pertaining to SoFi Wealth products Explain investment choices / decisions, asset allocation plans, goals and retirement projections as needed Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to open, fund, and transact in member accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls and/or web chat sessions Work with members to develop individually tailored plans to assist them in reaching their financial goals Provide advice to members on specific needs (e.g., buying a home, having a child) Requirements Must have one of the following licensing combinations: Must have existing Series 7, 65 , 63 or Series 7, 66 Must maintain all necessary professional certifications required for the role. May be required to obtain additional certifications for advising services as applicable Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree 2+ years of financial services experience required, preferably assisting customers in a service environment. Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset Deep understanding of financial concepts Ability to identify, meet and follow through with client needs and requirements Self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude Ability to work independently and perform multiple tasks efficiently Organized with a strong attention to detail Show curiosity and confidence when dealing with clients and able to ask for help when needed Strong working knowledge of Microsoft Excel and Word Meets evolving position objectives as defined by management Ability to iterate, learn and innovate. Plusses Experience with corporate actions Margin/Investment risk Series 4 Series 24 CFP (or preparation for CFP) Background in holistic / comprehensive financial planning Benefits Inspiring company mission Company paid lunch program, a fully stocked kitchen, and subsidized gym membership. Competitive salary packages and bonuses. A flexible vacation policy allows you to truly relax and reboot. Comprehensive health, vision, dental, and life insurance as well as disability benefits. 100% of health, vision, and dental premiums paid by SoFi for employees and their dependents. 401(k) and education on retirement planning. Tuition reimbursement on approved programs, up to $5,250 a year. Monthly contribution to help you pay off your student loans.

We keep this up as a standing job listing, which means that while we may not be hiring for this position right now, we hire frequently enough that we want to know if you’re interested!  If this position sounds like a great fit for you, apply! We’ll be in touch regardless of what happens. Robinhood is changing the way America invests. We believe our financial system should work for everyone and not just a few. We offer commission-free trading for stocks, ETFs, options, and cryptocurrencies—all in one, user-friendly platform. Since our public launch in 2015, we’ve enabled millions of people to participate in the markets, cementing us as the fastest-growing brokerage ever.   Our customers mean a lot to us, and no matter who they are, we want to make sure we give them a great experience. That starts with you! Nestled just outside of Orlando, Florida, our Lake Mary office houses our customer support team - the voice of the Robinhood experience and the first line of communication with Robinhood.  As a Support Associate, you’ll become a subject matter expert on all things Robinhood. You’ll answer questions and resolve whatever issues customers may have with their accounts, making sure customers leave feeling cared for, understood, and - most importantly - happy they’re using Robinhood.  We’ll also look to you to develop and streamline the behind-the-scenes work. Think your job could be made easier with a new process or tool? We want to know how.  Still interested?  Well here’s what it takes to be a Support Associate... You’re empathetic:  finance can be a daunting and confusing topic for many of our customers, and you understand that.  You inspire confidence and calm in people, and anyone that talks to you knows that Robinhood has their back. You’re a natural communicator:  you can take a complex issue and explain it in simple terms to any audience.  You’re great at listening to people’s problems and communicating a resolution in simple and accurate terms, making sure both sides leave on the same page. You’re a team player:  keeping Robinhood running is no small task, and you’re going to be working alongside a lot of other motivated, smart individuals.  You’re great at communicating with other people, and are happy to pitch in and help wherever possible. Your presence is a productivity multiplier, and people naturally reach out to you for help - that’s just who you are.   Writing is your  jam :  you’ll be writing a lot on the job, whether to customers or coworkers.  You’re a stickler for spelling and grammar, and enjoy adding your own personal flair to your messages while keeping them crisp and to the point. You’re ingenious:  we’re not just looking for people to help customers, we also want you to help us figure out what we’re doing wrong!  You enjoy making things better, whether big or small. If you see a process or procedure that you think is inefficient or broken, you’re the type of person to come up with a fix for it and own it all the way to completion. You’re dynamic:  whatever life throws at you, you’re ready.  You can handle routine tasks, or completely one-off requests.  You can learn new skills when you have to, and know how to hunt down answers when you don’t know something.  Ambiguity doesn’t faze you. You’re a go-getter:  when one problem is solved, you go find another.  You’re ready to take on whatever comes your way, and tackle new tasks as they arise. You’re  hungry :  democratizing the American financial system is a marathon, not a sprint, and you get that.  You remain focused through difficult periods because you know that success takes time. A day in the life of a Support Associate:   Support Associates handle a lot, but your days may include a mix of the following:  Research customer issues, resolve them, and communicate the results to the customer over email or phone. Document processes for internal training purposes Work across teams on individual projects - process streamlining, brokerage operations, product improvement… sky’s the limit! We’re still in full start-up mode.  With so many products and projects on the horizon, things change all the time, and quickly. We look to our Support Associates to grow their expertise and comfort with our suite of products over time.  As you become a more capable and valuable member of the team, you’ll take on greater responsibilities - you’ll handle more advanced customer issues, help out with training and interviews, develop solutions for common customer issues, and start managing workflows and processes on your own.  You’re going to handle a lot as a Support Associate, but it’s just the beginning.

Introduction  At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a Customer Success Manager to join its growing Customer Success Team. This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.    Responsibilities Act as the primary point of contact for our clients Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied  Drive product value by introducing new features and products to our clients Execute routine analyses for onboarded plans to ensure plan client success Manage 401(k) plan design changes and upgrades for Guideline clients  Advocate for client product features; provide user feedback for new product features Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients   Qualifications 3+ years experience in project management, account management, customer care, or Fintech Results-driven with exemplary phone, listening, and writing skills Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Demonstrated strong verbal and written communication skills Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional CRPS a plus Bachelor’s degree preferred or equivalent field-related experience Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships! Responsibilities: • Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied  • Be the frontline, oftentimes the first interaction a participant has with Guideline  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers  • Support customers with multiple channels, including: email, live chat, and phone  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers Desired Skills and Experience: • BA/BS degree  • 1-2 years experience in customer care or success  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)  • Excellent verbal and written communication  • Highly proficient with Google Apps and macOS  • Naturally empathetic individual who genuinely loves helping people  • Benefits and/or 401(k) experience a plus  • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships! Responsibilities • Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied  • Be the frontline, oftentimes the first interaction a participant has with Guideline  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers  • Support customers with multiple channels, including: email, live chat, and phone  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers Desired Skills and Experience • BA/BS degree  • 1-2 years experience in customer care or success  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)  • Excellent verbal and written communication  • Highly proficient with Google Apps and macOS  • Naturally empathetic individual who genuinely loves helping people  • Benefits and/or 401(k) experience a plus  • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment

Introduction  At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a Customer Success Business Analyst to join its growing Customer Success Team. In this role, you will be responsible for the implementation and continual optimization of the Customer Success team’s technical infrastructure and associated processes.  This role is highly collaborative and impactful, working cross functionally with key stakeholders and teams across the organization to directly impact top level business metrics and KPIs.   Responsibilities Implement and provide ongoing support for the Customer Success team's tools and platforms Collaborate with team SMEs to update and maintain team SOPs and workflows Monitor and streamline our customer feedback loop (NPS and CSAT) Collaborate cross functionally with product, operations, compliance, engineering, sales and our CFPs in order to identify areas for improvement of the customer experience Perform in depth reviews of customer trends and building out reporting for interdepartmental transparency Execute routine analyses for onboarded plans to ensure the Customer Success team is supported to achieve client success Report CS team metrics on a regular cadence Qualifications 3+ years experience in project management, customer support, customer success Experience administering customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) Adaptable, with the ability to pick up new technologies Creative, with analytical problem-solving skills Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Bachelor’s degree preferred (or equivalent field-related experience) Experience with SFDC, Looker a plus Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description Guideline is seeking an Onboarding Coordinator to assist with a portfolio of clients ranging from small business owners to C-level executives. This individual, who will report to Guideline’s Director of Client Development, will quickly become an expert on Guideline’s suite of products so you can clearly explain the value of what we provide to organizations of all kinds.    Our ideal candidate is a collaborative self-starter who has a proven track record of success in client-facing environments. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills. A high level of attention to detail and a passion for providing a true white glove client experience are a must.   This is an great opportunity for a recent college graduate to grow alongside a fast-paced startup.   Responsibilities: Support value-based relationships with Guideline’s clients through phone calls and email Assist with onboarding, educational and client development efforts Work collaboratively and cohesively with Operations and Customer Success Aggregate feedback and recommendations from clients to design and inform new features and capabilities Help team members follow up with their daily tasks  Support documentation of activities and correspondence Assist in keeping tools, systems and reports updated Other duties as assigned East Coast hours may be required Qualifications: 1-2 years of work experience; client-facing experience a plus Results-driven with exemplary phone, listening, and writing skills Organized with strong attention to detail  Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Demonstrated strong verbal and written communication Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional Bachelor’s degree preferred or equivalent field-related experience Ability to pass a background and credit check for employment

About This Position We are looking for a team member to join our Client Experience team as part of the front lines of Ellevest! A successful candidate is passionate about our mission here at Ellevest- and is able to share that passion with our prospects and clients. She/He will provide first touch responses to prospects and clients across multiple channels including phone, email, click to chat, and text. This role requires an individual who is a quick learner with exceptional communication skills and astute intuition. This individual would also work closely with team members to identify ways to improve our services based on client feedback.  Responsibilities You will: Act as the front line and voice of Ellevest Effectively solve client inquiries via multiple channels (email, chat, phone, etc.) Support client transactions, such as deposits, ensuring a seamless experience for clients Proactively troubleshoot client issues and coordinate across teams for resolution Identify opportunities for growth and improvement within the team Requirements You have: Bachelors degree required 1-3 years of financial services industry experience in a client-facing role Exceptional communicator across multiple channels including email, phone, and chat Tenacious problem-solver with strong follow-through and ownership of tasks True team player committed to learning from and teaching others Demonstrated ability to establish and improve upon processes Passion for our women-oriented mission- and ability to articulate it! About Ellevest Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with a beautifully designed digital platform backed by an incredibly smart algorithm. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney and Merrill Lynch Wealth Management, formerly CFO of Citi, and author of “Own It: The Power of Women at Work.”Ellevest has raised over $44MM from investors like Rethink Impact, Khosla Ventures, Morningstar, and Venus Williams. Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others. Ellevest is unique in taking into account a woman’s longer lifespan and different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevest’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors. Working at Ellevest Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, and operations organizations. We place a major emphasis on building a team and working environment where individuals can succeed professionally and personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, and to have room for fun and fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent and teamwork, and team is the most important thing to us. In 2017, CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrow’s household names. We were also named one of Entrepreneur Magazine’s 100 Brilliant Ideas. We are working every day to make becoming a household name a reality, and create a brand and a service that fosters female financial independence. Some Benefits of Working at Ellevest Flexible Schedule Unlimited Vacation Beautiful Office in Flatiron Health, vision, and dental insurance Parental leave policy Retirement savings plan (401k)

About This Position As a member of the Client Services team at Ellevest, you’ll be instrumental in developing innovative ways to support our clients’ financial goals. The focus of this position will be supporting IRA and brokerage account transfers and 401(k) and 403(b) rollovers. Candidates should have experience in client-facing financial services, and should be excited to make innovative improvements to existing processes. This individual should also be an excellent communicator who can work closely with clients, providing guidance and reassurance throughout the transfer process. Responsibilities You will: Act as a brand ambassador for Ellevest Effectively solve client inquiries via multiple channels (email, phone, text etc.) Provide white glove service to help clients navigate the rollover and transfer process Coordinate with internal teams and with our custodian to process rollovers and transfers Analyze and document client retirement plan details for best interest analysis Monitor and contribute to metrics to ensure that asset goals are met Develop procedures to comply with regulatory and compliance requirements Identify opportunities for growth and improvement within the team Requirements You have: Bachelor’s degree required 1-3 years of financial services industry experience in a client-facing role Experience working with brokerage and IRA account transfers, as well as employer-sponsored retirement solutions Meticulous attention to detail and organizational skills; able to juggle multiple priorities Exceptional communication skills across multiple channels including email, phone, and chat Tenacious problem-solving mindset with strong follow-through and ownership True team mentality committed to learning from and teaching others Demonstrated ability to establish and improve upon processes Passion for our women-oriented mission and the ability to articulate it! About Ellevest Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with a beautifully designed digital platform backed by an incredibly smart algorithm. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney and Merrill Lynch Wealth Management, formerly CFO of Citi, and author of “Own It: The Power of Women at Work.”Ellevest has raised over $44MM from investors like Rethink Impact, Khosla Ventures, Morningstar, and Venus Williams. Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others. Ellevest is unique in taking into account a woman’s longer lifespan and different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevest’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors. Working at Ellevest Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, and operations organizations. We place a major emphasis on building a team and working environment where individuals can succeed professionally and personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, and to have room for fun and fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent and teamwork, and team is the most important thing to us. In 2017, CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrow’s household names. We were also named one of Entrepreneur Magazine’s 100 Brilliant Ideas. We are working every day to make becoming a household name a reality, and create a brand and a service that fosters female financial independence. Some Benefits of Working at Ellevest Flexible Schedule Unlimited Vacation Beautiful Office in Flatiron Health, vision, and dental insurance Parental leave policy Retirement savings plan (401k)

About This Position As a member of the Client Experience team at Ellevest, you’ll be instrumental in developing innovative approaches to client relationship management. A successful candidate is passionate about our mission here at Ellevest and is able to share that passion with our prospects and clients. Candidates should be energized by the idea of speaking with prospects and clients across multiple channels including phone, email, and text. This individual would work closely with team members across the organization to identify ways to improve our services and processes based on client feedback. Responsibilities You will: Act as a brand ambassador for Ellevest Effectively solve client inquiries in a timely manner via multiple channels (email, phone, and text) Convert prospects into new clients; inspire confidence and excitement for Ellevest Find innovative ways to attract and retain clients as well as grow the firm’s assets Manage scheduled calls to introduce users to Ellevest and explain our platform and services Identify opportunities for growth and improvement within the team Requirements You have: Bachelor’s degree required 1-3 years of financial services industry experience in a client-facing role Passed the Series 65 or an equivalent exam to become an Investment Advisor Representative Exceptional communication skills on the phone and in writing Tenacious problem-solving mindset with strong follow-through and ownership True team mentality committed to learning from and teaching others Demonstrated ability to establish and improve upon processes Passion for our women-oriented mission and the ability to articulate it! About Ellevest Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with a beautifully designed digital platform backed by an incredibly smart algorithm. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney and Merrill Lynch Wealth Management, formerly CFO of Citi, and author of “Own It: The Power of Women at Work.” Ellevest has raised over $44MM from investors like Rethink Impact, Salesforce Ventures, Khosla Ventures, Morningstar, and Venus Williams. Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others. Ellevest is unique in taking into account a woman’s longer lifespan and different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevest’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors. Working at Ellevest Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, and operations organizations. We place a major emphasis on building a team and working environment where individuals can succeed professionally and personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, and to have room for fun and fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent and teamwork, and team is the most important thing to us. In 2018, Ellevest was awarded a spot on CNBC’s Disruptor 50 list -- “identifying start-ups on the cutting edge of huge consumer, tech and business shifts”. In 2017, Ellevest was named one of Entrepreneur Magazine’s 100 Brilliant Ideas, and CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrow’s household names. We were also named one of Entrepreneur Magazine’s 100 Brilliant Ideas. We are working every day to make this a reality, and create a brand and a service that closes the female money gap. Some Benefits of Working at Ellevest Flexible Schedule & Vacation Beautiful Office in Flatiron Health, vision, and dental insurance Parental leave policy Retirement savings plan (401k)

We are looking for individuals who are problem solvers and have a passion for helping customers.   At Synapse, our mission is to accelerate democratization of best in class financial products for everybody. Customer Success ensures that our customers have access to all of our knowledge and experience around what is going to work from a compliance and user experience standpoint to help them succeed.   Synapse is a complex API infrastructure with lots of room to customize different experiences for various financial products. Customer Success folks navigate that complexity to ensure that we are giving the best experience and tools to our customers.   On top of being advisors to our customers, Customer Success is responsible for ensuring that our clients get day-to-day support that is needed if any issues or concerns arise. Customer Success folks work closely with our Risk, Compliance and Integration team for customer questions. In order to be successful at Synapse, you should have: A drive to help democratize best in class financial products An ability to work independently within a small, fast-paced team An entrepreneurial spirit and unrelenting passion to deliver the best service possible The ability to implement feedback, learn quickly, and contribute new ideas A general concern for the wellbeing of others and the desire to work on problems that maximize a positive future for humanity Key qualifications: Strong communication + ability to interact with other humans Knack for analyzing data so that you can better figure out from a big picture standpoint what is working and what's not working for our customers Familiarity with Slack and Zendesk are great, but not required (this can be easily learned on the job) Technical knowledge is a plus (we work with a lot of developers) BS/BA degree or equivalent Perks: Growth Potential Competitive Salary Insurance (Health // Dental // Vision) 401(k) Temporary Housing (for those relocating to San Francisco) Catered lunch and commuter benefits Compensation $70K - $90K 0.0% - 0.007% We are looking for top notch individuals who are seeking a challenge. Our company is growing quickly. This is an exciting time to join our team. If you are interested in adding value to our team, please apply and we will be in touch.

DESCRIPTION You speak fluently  English  and would like to use your skills on daily basis? You enjoy interacting and helping others over phone, chats, video calls and emails and you also want to be part of building something truly meaningful in the financial sector? Well, we might just have the right opportunity for you, as we are looking for English speaking Customer Support Agents. You could be either Junior, Mid-weight or Senior Agent, comfortable also with working in shifts or even looking for an opportunity to work during evenings or weekends. Our customers are everything to us, so we always want to make them feel welcomed, accepted and treated with love and respect. You will be the voice of our company and will be communicating with the customers mainly via chat and email. You will be assisting the customers with their account opening, troubleshooting any issues they may encounter and answering general enquiries about our service. Expect lot of brief fast interactions per day and some longer troubleshootings. REQUIREMENTS We are looking for you, if you: have fluent English skills, both written and spoken have excellent attention to detail have previous experience in customer support you are at the same time fast, efficient, patient and positive are solution-oriented and never give up in the face of a challenge are tech savvy and a quick learner enjoy communicating with people and helping them understand that customer service is the voice of our company What we consider as a plus: quick typing previous experience in the financial sector have travelled the world or lived abroad BENEFITS Benefits of working at Monese: Ample opportunity to develop your career within Monese as you will be an important part of a fast-growing company A horizontal structure where everyone has a voice and makes a direct and valued contribution to building the best product possible International team of open-minded people in a nice office environment with plenty of perks, snacks and drinks Many fun team events, office parties and summer ‘weekend-getaway’ to spend some quality time with your colleagues In- and outdoors Moneser’s sports activities Stock options and competitive salary

DESCRIPTION You want to make the best use of your time, but are busy during day time? You like to communicate and help others, as well as want to gain noteworthy work experience? Or you are just not a ‘morning person’ and you like to start your day a bit later? Well, we might have just the right opportunity for you, as we are looking for Customer Support Agent who will support our customers from late afternoons to midnight. Please be aware, that during the training period, approx. 2 months, the working hours will be between 10am – 8pm. Our customers are everything to us, so we always want to make them feel welcomed, accepted and treated with love and respect. You will be the voice of our company and will be communicating with the customers mainly via chat and email. Your will be assisting the customers with their account opening, troubleshooting any issues they may encounter and answering general enquiries about our service. Expect lot of brief fast interactions per day and some longer troubleshootings. REQUIREMENTS We are looking for you if you: have fluent English skills, both written and spoken have excellent attention to detail you are at the same time fast, efficient, patient and positive are solution-oriented and never give up in the face of a challenge are tech savvy and a quick learner enjoy communicating with people and helping them understand that customer service is the voice of our company What we consider a plus: quick typing any other European language previous experience in the financial sector previous experience in customer support have travelled the world or lived abroad BENEFITS Benefits of working at Monese: Ample opportunity to develop your career within Monese as you will be an important part of a fast-growing company A horizontal structure where everyone has a voice and makes a direct and valued contribution to building the best product possible International team of open-minded people in a nice office environment with plenty of perks, snacks and drinks Many fun team events, office parties and summer ‘weekend-getaway’ to spend some quality time with your colleagues In- and outdoors Moneser’s sports activities Stock options and competitive salary

DESCRIPTION You speak  Mandarin  and would like to use it on daily basis? You enjoy interacting and helping others over phone, chats, video calls and emails and you also want to be part of building something truly meaningful in the financial sector? Well, we might just have the right opportunity for you, as we are looking for  Mandarin Speaking Customer Support Agents . Please be aware, that during the training period, approx. 2 months, the working hours will be between 10am – 8pm. After the training period, the working hours will be according to Chinese time zone. Our customers are everything to us, so we always want to make them feel welcomed, accepted and treated with love and respect. You will be the voice of our company and will be communicating with the customers mainly via chat and email. You will be assisting the customers with their account opening, troubleshooting any issues they may encounter and answering general enquiries about our service. Expect lot of brief fast interactions per day and some longer troubleshootings. REQUIREMENTS We are looking for you, if you: have fluent English skills, both written and spoken have fluent Mandarin skills, both written and spoken have excellent attention to detail you are at the same time fast, efficient, patient and positive are solution-oriented and never give up in the face of a challenge are tech savvy and a quick learner enjoy communicating with people and helping them understand that customer service is the voice of our company What we consider as a plus: quick typing previous experience in the financial sector have previous experience in customer support have travelled the world or lived abroad BENEFITS Benefits of working at Monese: International team of open-minded people in a nice office environment with plenty of perks, snacks and drinks Ample opportunity to develop your career within Monese as you will be an important part of a fast-growing company A horizontal structure where everyone has a voice and makes a direct and valued contribution to building the best product possible Many fun team events, office parties and summer ‘weekend-getaway’ to spend some quality time with your colleagues In- and outdoors Moneser’s sports activities Stock options and competitive salary

DESCRIPTION You speak  English  fluently and live in  Lisbon  area? You enjoy interacting and helping others over phone, chats and emails and you also want to be part of building something truly meaningful in the financial sector? Well, we might just have the right opportunity for you, as we are looking for  Mid-weight or Senior Customer Support Agents. Monese is a fast-growing fintech company that already has established offices in London, UK and Tallinn, Estonia and we are now building a vibrant multi-cultural Portuguese office. We are looking for people to join our team, where you'll be given room to grow and bloom. Our customers are everything to us, so we always want to make them feel welcomed, accepted and treated with love and respect. You will be the voice of our company and will be communicating with the customers mainly via chat and email. You will be assisting the customers with their account opening, troubleshooting any issues they may encounter and answering general enquiries about our service. Expect lot of brief fast interactions per day and some longer troubleshootings. REQUIREMENTS We are looking for you, if you: have at least 3 years of experience in customer support/call centres have fluent English skills, both written and spoken have excellent attention to detail you are at the same time fast, efficient, patient and positive are solution-oriented and never give up in the face of a challenge are tech savvy and a quick learner enjoy communicating with people and helping them understand that customer service is the voice of our company What we consider as a plus: quick typing previous experience in the financial sector have some other European language skill have travelled the world or lived abroad BENEFITS Benefits of working at Monese: International team of open-minded people in a nice office environment with plenty of perks, snacks and drinks Ample opportunity to develop your career within Monese as you will be an important part of a fast-growing company A horizontal structure where everyone has a voice and makes a direct and valued contribution to building the best product possible Many fun team events, office parties and summer ‘weekend-getaway’ to spend some quality time with your colleagues In- and outdoors Moneser’s sports activities Stock options and competitive salary

DESCRIPTION You speak multiple languages and would like to use your skills on daily basis? You enjoy interacting and helping others over phone, chats, video calls and emails and you also want to be part of building something truly meaningful in the financial sector? Well, we might just have the right opportunity for you, as we are looking for  Czech, French ,  Portuguese, Romanian or German speaking  Customer  Support Agents . You could be either Junior, Mid-weight or Senior Agent, comfortable also with working in shifts or even looking for an opportunity to work during evenings or weekends. Our customers are everything to us, so we always want to make them feel welcomed, accepted and treated with love and respect. You will be the voice of our company and will be communicating with the customers mainly via chat and email. You will be assisting the customers with their account opening, troubleshooting any issues they may encounter and answering general enquiries about our service. Expect lot of brief fast interactions per day and some longer troubleshootings. REQUIREMENTS We are looking for you, if you: have fluent English skills, both written and spoken have some other European language skill, especially  Czech, French, Portuguese, Romanian or German have previous experience in customer support have excellent attention to detail you are at the same time fast, efficient, patient and positive are solution-oriented and never give up in the face of a challenge are tech savvy and a quick learner enjoy communicating with people and helping them understand that customer service is the voice of our company   What we consider as a plus: quick typing previous experience in the financial sector have travelled the world or lived abroad BENEFITS Benefits of working at Monese: International team of open-minded people in a nice office environment with plenty of perks, snacks and drinks Ample opportunity to develop your career within Monese as you will be an important part of a fast-growing company A horizontal structure where everyone has a voice and makes a direct and valued contribution to building the best product possible Many fun team events, office parties and summer ‘weekend-getaway’ to spend some quality time with your colleagues In- and outdoors Moneser’s sports activities Stock options and competitive salary

About Trustly:   At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e­-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process nearly 4 million monthly transactions.   We are a diverse and fast-growing team of 200+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.   About Support at Trustly:   The Support team provides support to Trustly’s merchants, making sure all of their questions are answered and problems are solved in a fast, accurate and friendly manner. The team works closely with the Product team to ensure Trustly’s payment service reflects its customers’ needs. After all, a Product team that embraces feedback produces innovative products that blow customers away.   About the role:   Based in Malta, this is a full-time position working office hours, with the occasional weekend and reports to the Support Manager. In this role, you’ll have many opportunities to grow! You will be working in a tight knit team and will be working on resolving cases raised through email, phone or chat. What you'll do: Provide quality support at one of the fastest growing technology companies in Europe Answer questions through phone, email and chat with customers and external stakeholders about Trustly’s services, the company and payments in general Identify where improvements can be made and suggest how they can be implemented Who you are: You are a service-minded individual bursting with positivity You are fluent in Swedish and English You preferably have experience working at a support centre or in a similar environment You thrive in a fast-paced environment and are a natural when it comes to finding new solutions and opportunities while maintaining a detailed and structured approach

WHAT YOU’LL DO: Lead Ripple’s world-wide customer implementations function, onboarding customers quickly, efficiently and with minimal friction - Customers should form an excellent opinion of Ripple, its products and professional excellence through the on-boarding experience Lead on-going customer related projects for Ripple, as new opportunities arise and Ripple customers upgrade and build new services on the solutions deployed by Ripple Manage a fast-growing team of project managers in Ripple offices around the world, who oversee and guide our customers as they implement Ripple technology and integrate it into their businesses and IT systems Develop world-class customer project management and on-boarding capabilities, helping existing team members grow into challenging roles and adding key talent from the industry Organize Customer Implementations for success and optimal impact & customer experience Implement Industry best practice for project work, and ensure a strong culture of excellence and ownership is developed among the project management team: Evolve Ripple customer on-boarding to be the most repeatable and efficient in the market, continually seeking innovative ways to reduce on-boarding time, cost and friction Ensure excellent engagement with all departments and levels of management in customer organizatons, who are involved with Ripple projects Ensure excellent engagement with other departments of Ripple, including but not limited to: Product Management Engineering Account Management Solutions Architecture Sales Marketing Compliance & Regulation Legal Business Development WHAT WE’RE LOOKING FOR: At least 15 years experience leading major change projects in the financial services industry, preferably for Global top 20 banks and payment providers Extensive experience delivering change on an international / multinational scale Time spent in a leading management consultancy preferred Extremely strong IT credentials and deep experience of system design and system integration Experience of working in or with small, start-up organizations 10 years+ program management and large-scale change management Experience leading customer on-boarding functions for leading financial organizations preferable Educated to degree level or higher SKILLS Self-starter and highly motivated Superb leader, motivator, and self-awareness: personable Excellent presence and very influential Excellent program management and project management capabilities Able to build credibility at the highest levels within organizations Excellent organizational awareness and insight Highly organized and a proven ability to establish a rigorous and professional project function Superb motivator of others, with “can do” attitude to getting things done Resilient and resourceful An agile and creative thinker, able to solve complex problems and challenges Outstanding networker and team player Fast learner, with thirst for knowledge Clear evidence of managerial progression and top performance WHO WE ARE: Ripple provides one frictionless experience to send money globally using the power of blockchain. By joining Ripple’s growing, global network, financial institutions can process their customers’ payments anywhere in the world instantly, reliably and cost-effectively. Banks and payment providers can use the digital asset XRP to further reduce their costs and access new markets. With offices in San Francisco, New York, London, Sydney, Mumbai, Singapore and Luxembourg, Ripple has more than 100 customers around the world. Ripple is an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.

As a Technical Services Engineer, you will be providing first-class service and support for our financial institution customers using Ripple’s mission-critical software to make payments around the globe. In your role you will directly work with our customers and coordinate with Ripple’s Engineering teams to troubleshoot, replicate, and resolve issues to our customers satisfaction. You will analyze and resolve challenging technical issues, and investigate and identify root causes at the product, data, or network level, all the while keeping key stakeholders informed and up to date on the situation. You will engage all levels of the Ripple organization as appropriate from Project Management, Integration, Engineering, and our Leadership team, in order to own and drive customer issues to resolution in a timely manner. You will play a lead role in configuring production support and oversight arrangements for Ripple customers so that the risk of service interruption is reduced. These preventative activities will be instrumental in ensuring a smooth and reliable production experience for all users of Ripple technology. WHAT YOU'LL DO: Enhance and adhere to a world-class set of operational procedures and policies for mission-critical production support on a peer-to-peer payments network, and continually review & improve on these on an on-going basis Demonstrate, reproduce, successfully debug, and resolve technical issues across our customers’ technology stack Design & build tools and scripts to help analyze product, database, and network log files and narrow the cause of issues Help to build and administer the infrastructure and systems that keep our customers up to date and informed Become a subject matter expert on Ripple's revolutionary technology and products and an authority in the product requirements for production excellence Work with engineering & product to fix issues, release patches, and install in customer environments Coach and guide Ripple customers in implementing best practice polices and procedures for the smooth running of Ripple technology Assist in QA and validation of releases against known customer environments and configurations Voice of the customer : communicate customer’s requirements & desires back to Product Development & Engineering to influence Product Functionality & Roadmap You will be required to participate in out-of-hours customer production support from time to time WHAT WE'RE LOOKING FOR: Required 5+ years’ experience implementing or supporting transaction processing systems supporting cash management, payments, or trade finance product in complex technical environment A strong sense of ownership, and empathetic attitude that “the customers’ problem is my problem” Excellent leadership and decision-making capabilities and able to be highly effective in demanding situations Deep technical and functional understanding of payment flows & cross border payment processing Knowledge of IT Infrastructure including Databases, Firewalls, Load Balancers, Proxy Servers, Application & Web Servers. Strong collaboration skills to partner with internal Product and Engineering teams as well as external customers in an agile environment Excellent Oral, Written & Customer Service skills Proven Analytical and problem-solving skills The ability to communicate your knowledge of enterprise level, commercially available hardware and software products, operating systems, networking systems, and methodologies for integrating web-based products Must be comfortable with some customer-related travel, including new hire on-boarding in San Francisco (10-20% travel) Preferred Experience of Production Support Leadership Experience supporting mission-critical applications Experience with testing tools & technologies - Test Harnesses Experience working with a Worldwide team Hands-on coding experience in web based technologies: Web Services Experience with Linux, Javascript, Ruby or Python Peer-to-peer networks Real-time technologies Working knowledge of Linux system administration with an emphasis on networking (TCP/IP) and security best practices Experience with Zendesk, Jira, Confluence, and test/defect management tools and processes and real-time monitoring tools such as Splunk Experience of providing customer support in a peer-to-peer technology environment WHO WE ARE: Ripple provides one frictionless experience to send money globally using the power of blockchain. By joining Ripple’s growing, global network, financial institutions can process their customers’ payments anywhere in the world instantly, reliably and cost-effectively. Banks and payment providers can use the digital asset XRP to further reduce their costs and access new markets. With offices in San Francisco, New York, London, Sydney, Mumbai, Singapore and Luxembourg, Ripple has more than 100 customers around the world. Ripple is an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.