Financial Advisor Operations Specialist

🕒 il y a 2 jours

🇺🇸 États-Unis – Télétravail

💵 $70 000 - $75 000 / an

⏰ Temps Plein

🟢 Junior

⚙️ Opérations

🚫👨‍🎓 Aucun diplôme requis

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Human Interest

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2015

💸 Finance

💳 Fintech

💰 €200 000 000 Series D en 2021-08

Finance • Fintech

Human Interest est une entreprise qui propose des plans de retraite 401(k) et 403(b) abordables et complets, destinés principalement aux petites et moyennes entreprises. Fondée en 2015, elle vise à simplifier le processus de planification de la retraite grâce à des intégrations de paie fluides avec plus de 500 systèmes de paie leaders du marché. La société met l'accent sur les fonds à faible coût et l'absence de frais de transaction, et offre des solutions de retraite personnalisables pour répondre aux besoins diversifiés des employeurs et de leurs employés. Human Interest propose également des services de conseil en investissement via sa filiale, Human Interest Advisors LLC. Leur objectif est de rendre les avantages de la retraite accessibles aux entreprises de toutes tailles, améliorant ainsi le bien-être financier et la satisfaction des employés.

Description

• Provide expert guidance to financial advisors on plan design, compensation structures, and regulatory documentation requirements • Manage and resolve high volumes of advisor inquiries through email and phone • Coordinate with Account Management, Client Services, and Partnerships to resolve complex problems • Identify advisor challenges and implement scalable process improvements • Maintain case management, timely follow-up, resolution tracking, and service-level agreement performance • Provide white-glove support to financial advisor contacts regarding Human Interest services • Document processes and identify opportunities to enhance advisor support • Contribute to individual objectives and overall team success

🎯 Exigences

• 1+ years of experience in customer-facing roles such as customer support, account management, or call center operations; equivalent college experience accepted • Experience in Partnerships, Sales, or business development valued • Demonstrated customer service excellence and ability to create outstanding client experiences • Ability to manage multiple concurrent priorities, maintain attention to detail, and meet deadlines • Exceptional communication skills for phone and email relationship management • Resilience and composure under pressure • Outstanding attention to detail in written communication and data entry • Ability to explain complex retirement concepts clearly and provide actionable insights • Proficiency with Google Workspace and Microsoft Office • Adaptability in a dynamic startup environment and ability to manage shifting priorities

🏖️ Avantages

• Base salary of $70,000-$75,000 • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Addition Wealth: unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites