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Member Experience Specialist
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Job Description
- Req#: 88ABA0565B
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $75,000 base salary + bonus
- Equity options available
- Flexible PTO policy
- Comprehensive benefits package, including medical, dental, and vision insurance, 401(k) with employer match, and paid parental leave
- Certification reimbursement program
- Opportunity to work remotely from anywhere in the U.S.
What to Expect (Job Responsibilities):
- Provide timely, professional, and friendly customer app support to members
- Utilize strong technical knowledge to assist members with investment transfers and money movements
- Ensure high-quality member interactions through effective communication and follow-up
- Diagnose and resolve customer inquiries and app troubleshooting issues
- Collaborate with product and engineering teams to improve internal support tools based on member feedback
What is Required (Qualifications):
- Minimum of 2-3 years of related experience providing technical support in the financial services industry
- Strong analytical and data-oriented approach to problem-solving
- Proven ability to deliver excellent customer experiences and take accountability for results
- Exceptional verbal and written communication skills in English
- Tech-savvy with a willingness to learn and master new tools and systems
How to Stand Out (Preferred Qualifications):
- Experience supporting investment account rollovers, electronic, ACH, and manual transfers
- Familiarity with help desk ticketing platforms and messaging inbox management
- Previous experience with phone support, including chat and screen share walkthroughs
- Strong organizational skills and ability to manage multiple responsibilities simultaneously
- Passion for helping individuals achieve their financial goals
#FinancialServices #CustomerSupport #RemoteWork #CareerGrowth #EquityBenefits
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