You'll be maintaining our chat center and phone support line
Answer support tickets or distribute to other employees
Build out and maintain our customer support center (FAQ, guide to customer sign up processes, etc)
Track trends in customer questions, bugs in the system, etc
Think broadly about product capabilities and customer needs to help develop the product
If you're not familiar with investing/personal finance (which is ok!), you're willing to learn in-depth about the product, industry, competitors, financial jargon, etc.
1-2 years tech support or 2-3 years customer service experience
Strong written communicator, concise and clear
Extremely comfortable talking on the phone
Patient, empathetic, and committed to providing holistic good service instead of just answering questions
We offer full medical, vision and dental benefits, as well as free lunch.
We also cover all commuting costs.
We love office dogs.
We use technology to bring more transparency and honesty to financial services, helping people ensure their investments truly reflect their personal values and drive positive social change.