We invite you to join the Greycroft Talent Network

Leverage our network to build your career.
Tell us about your professional DNA to get discovered by any company in our network with opportunities relevant to your career goals.

Customer Service & Operations Associate



Customer Service, Operations
Posted on Monday, December 11, 2023

About Us:

We’re fixing the retirement savings system - come join us.

We’re on a mission to make saving for retirement easy. Our first product helps people digitally locate their old 401k accounts and consolidate them into a new account at any financial institution - without the paperwork, phone calls, and faxes of the past.

We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction & fees embedded in the retirement savings system that stops them from doing so - and we’re not stopping there.

We’ve raised capital from leading venture investors including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures. We're a 35-person company based in New York City.

About The Role:

Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, you’ll play a key role in helping our customers consolidate their retirement accounts. You’ll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You’ll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap. We’re a small team and moving fast -- you’ll work directly with all members of the company.

What You’ll Do:

  • Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls
  • Become an expert on 401ks, rollovers, and IRAs
  • Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
  • Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
  • Synthesize customer feedback and share with other team-members

What You'll Bring:

  • 4+ years of relevant experience in a customer service or client-facing role
  • Experience working in the financial industry, preferably with FINRA licenses (e.g Series 6, 7)
  • Strong interest in helping people achieve their financial goals
  • Familiarity with customer service best practices and tools
  • Ability to work flexible hours if necessary to solve customers’ problems
  • Experience at a startup or similar fast-paced organization, a plus

Benefits We Offer:

  • Remote friendly anywhere in the United States with an office space in New York City
  • Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company
  • Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
  • 401k plan access
  • Unlimited paid time off
  • 12 weeks of fully-paid parental leave
  • Maven, One Medical and Teladoc memberships
  • ClassPass fitness perk

We’re a mission-driven company focused on doing what’s right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that’s open and inclusive for all. We’re committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!