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    Consultant investment operations client service - San Francisco, CA, United States - ForUsAll

    ForUsAll
    ForUsAll San Francisco, CA, United States

    2 weeks ago

    Default job background
    Description

    Get in on the ground floor with a fast-growing, VC-backed tech company that is bringing cryptocurrency to the $7.Founded by experts who transformed the 401(k) for Fortune 500 companies, we're backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.

    That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform.

    You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward.

    You are also eager to learn all things 401(k) and ideally have previous experience implementing the principles of customer success to provide and scale excellent service to clients.

    It is expected that the Customer Success Associate will ultimately manage their own accounts over time.
    Ability and desire to reinvent customer processes for greater scale and quality
    Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
    Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll

    Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.

    Bachelor's degree
    ~Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)
    ~ Generous vacation package with 11 paid holidays
    ~ Equity/options grant included in compensation package


    We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.

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