Customer Service & Operations Associate, Capitalize
$45-52k
+ offers equity
401k management solution
Job no longer available
401k management solution
21-100 employees
Job no longer available
$45-52k
+ offers equity
21-100 employees
Company mission
Capitalize's mission is to make it easier for people to save for their retirement.
Role
Who you are
- 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
What the job involves
- 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
- 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
Otta's take
Sam Franklin
CEO of Otta
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge.
Insights
6% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Aug 2022
$10m
SERIES B
Jan 2021
$12.5m
SERIES A
Total funding: $26.5m
Company benefits
- Remote friendly anywhere in the United States with an office space in New York City
- Equity plan
- Health and dental insurance with 100% premium covered for you
- Flexible work hours and vacation policy
- Paid parental leave
- Fitness perks
Company values
- A sense of ownership
- We’re mission-driven
- In it for the long-term
Company HQ
Murray Hill, New York, NY
Articles
Founders
Gaurav Sharma
(CEO)Previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management. Is an Investor at Greenlight Capital.
Christopher Phillips
(CTO)Started out as an Analyst at Morgan Stanley. Was SVP of Product Platform and Technology at Ask, and CTO of IAC.
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