Customer Experience Associate

About the right team member:

You like interacting with people, fixing things, and are a master at the art of the analogy. You understand what it means to be a champion of a brand. You are the voice of the company for customers, and relish providing them with that “wow” moment. You understand what it is like to be a customer, and appreciate going above and beyond to delight people and solve their problems.

This role is key to enhancing our customer-focused product, supporting its users, and is relied on by every team in our organization.

At Betterment you will get to:

  • Deliver above-and-beyond customer service and experiences through phone, email, live chat, and social media channels
  • Explain complex transactional and investment principles clearly, helping prospects and customers see the benefits of our products
  • Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple teams to find rapid resolutions
  • Act as the internal voice of the customer, offering insights to all areas of the business to help build a better product
  • Suggest improvements to company processes (e.g. website, frequently asked questions, back office procedures, etc.)
  • Weekend and evening availability required

You will be effective if you have:

  • 1-3 years of relevant work experience
  • Expertise with customer service, financial services or retail banking
  • Interest in becoming a subject matter specialist in finance and personal investing
  • Technical savvy, specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries
  • Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and in real-time over our live chat feature
  • Weekend availability
  • Interest in working out of our Manhattan Office (Flatiron District)

Bonus Points If you have:

  • Customer service, call center or related experience working with CRM systems (Salesforce, Jira, ZenDesk, Desk, ZoHo, etc.)

About Betterment

Betterment is the largest independent online financial advisor with more than $12 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 300,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. Learn more

Come join us!

 


Meet Some of Betterment's Employees

Cyrus E.

Lead Software Engineer

Cyrus runs Betterment's Financial Planning Team. He's responsible for building delightful customer experiences that help users make smart and profitable financial investments.

Shawn L.

Customer Experience Supervisor

Shawn connects with Betterment’s customer base via phone, email, and online chat, and handles any inquiries or issues excellently and expeditiously in their best interest.


Back to top