13d 10h ago
Financial Advisor Operations Specialist
Human Interest·Operations · Fintech
📡Remote In-Country
|United States of America$70k - $75k USD/yr
customer_servicegoogle_suiteoffice365
Financial Advisor Operations Specialist
Human Interest | Operations | Fintech
Remote In-Country
Full Time
United States of America
$70k - $75k USD/yr
Position:
Financial Advisor Operations Specialist
Company:
Human Interest
Compensation:
$70,000 - $75,000
Location:
United States, Remote
Employment type:
Not specified
Work Arrangement:
Remote
Short Summary:
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. We are a high-growth fintech company changing the retirement industry, making it affordable and accessible for small and medium-sized businesses.
Responsibilities:
- Drive advisor success by providing expert guidance on plan design, compensation structures, and regulatory documentation requirements.
- Manage and resolve a high volume of advisor inquiries via email and phone.
- Orchestrate complex problem resolution by coordinating with cross-functional teams.
- Identify patterns in advisor challenges and collaborate with internal teams for process improvements.
- Maintain meticulous case management practices.
- Provide white glove service to financial advisor contacts.
Requirement:
- 1+ years of experience in customer-facing roles such as customer support, account management, or call center operations.
- Demonstrated passion for customer service excellence.
- Exceptional organizational skills and attention to detail.
- Superior communication skills blending professionalism with empathy.
- Proven resilience and composure under pressure.
- Ability to distill complex retirement concepts into clear insights.
- Proficiency in productivity tools including Google Workspace and Microsoft Office.
- Adaptable mindset thriving in a dynamic startup environment.
Benefits:
- 401(k) with dollar-for-dollar employer match up to 4% of compensation.
- Top-of-the-line health plans, dental and vision insurance.
- Competitive time off and parental leave.
- Unlimited access to digital tools and financial professionals.
- Enhanced mental health support for employees and dependents.
- Fertility healthcare and family forming benefits.
- Student loan resources.
- Monthly work-from-home stipend; quarterly lifestyle stipend.
- Engaging team-building experiences.
Financial Advisor Operations Specialist
Company:
Human Interest
Compensation:
$70,000 - $75,000
Location:
United States, Remote
Employment type:
Not specified
Work Arrangement:
Remote
Short Summary:
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. We are a high-growth fintech company changing the retirement industry, making it affordable and accessible for small and medium-sized businesses.
Responsibilities:
- Drive advisor success by providing expert guidance on plan design, compensation structures, and regulatory documentation requirements.
- Manage and resolve a high volume of advisor inquiries via email and phone.
- Orchestrate complex problem resolution by coordinating with cross-functional teams.
- Identify patterns in advisor challenges and collaborate with internal teams for process improvements.
- Maintain meticulous case management practices.
- Provide white glove service to financial advisor contacts.
Requirement:
- 1+ years of experience in customer-facing roles such as customer support, account management, or call center operations.
- Demonstrated passion for customer service excellence.
- Exceptional organizational skills and attention to detail.
- Superior communication skills blending professionalism with empathy.
- Proven resilience and composure under pressure.
- Ability to distill complex retirement concepts into clear insights.
- Proficiency in productivity tools including Google Workspace and Microsoft Office.
- Adaptable mindset thriving in a dynamic startup environment.
Benefits:
- 401(k) with dollar-for-dollar employer match up to 4% of compensation.
- Top-of-the-line health plans, dental and vision insurance.
- Competitive time off and parental leave.
- Unlimited access to digital tools and financial professionals.
- Enhanced mental health support for employees and dependents.
- Fertility healthcare and family forming benefits.
- Student loan resources.
- Monthly work-from-home stipend; quarterly lifestyle stipend.
- Engaging team-building experiences.
Required Skills
customer_servicegoogle_suiteoffice365
Required Languages
🇬🇧 English
Key competency: Operations