Customer Service & Operations Associate – Join blithequark in Revolutionizing Retirement Savings

Are you passionate about helping people achieve their financial goals and making a meaningful impact in the lives of millions? Do you thrive in fast-paced environments and enjoy working with a talented team to drive innovation? If so, we invite you to join blithequark, a mission-driven company that's transforming the $20 trillion retirement savings market with delightful products, scalable technology, and a world-class team.

About blithequark

At blithequark, we're on a mission to modernize the $1 trillion in retirement account transfers that happen annually, making it easier for Americans to save for retirement. Our team is dedicated to helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets rather than lose them to fees and taxes. With $35mm in funding from leading venture capital investors, including RRE Ventures, Canapi Ventures, Greycroft, and others, we've been recognized as one of TIME's 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US.

The Role

As a Customer Service & Operations Associate at blithequark, you'll play a critical role in helping our customers consolidate their retirement accounts and ensuring they have a great experience with us. You'll be an advocate for the customer, sharing feedback with our product and engineering teams to inform our product roadmap. We're a small team, and we move fast – you'll work directly with all members of the company to drive results and make a meaningful impact.

Key Responsibilities:

* Guide customers through the blithequark rollover experience and answer their questions through chat, emails, and phone calls

• Become an expert on 401(k)s, rollovers, and IRAs, staying up-to-date on industry developments and best practices
• 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 and comments
• Synthesize customer feedback and share it with other team members to inform product development and improvement

What You'll Bring:

* 4+ years of relevant experience in a customer service or client-facing role, preferably in the financial industry

• Experience working in a fast-paced environment, with a strong interest in helping people achieve their financial goals
• Familiarity with customer service best practices and tools, with a willingness to learn and adapt to new technologies
• Ability to work flexible hours if necessary to solve customers' problems, with a strong commitment to delivering exceptional customer service
• Experience at a startup or similar fast-paced organization, a plus

Benefits We Offer:

* Remote-friendly work environment, with an office space in New York City for those who prefer to work in-person

• Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company
• Comprehensive benefits package, including medical, dental, and vision insurance, with 100% premium coverage for staff and 50% for dependents
• 401(k) plan access, with a company match
• 12 weeks of fully-paid parental leave, because we believe in supporting our team members' personal and professional growth

Our Culture:

At blithequark, we're committed to diversity, equity, and inclusion. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. We're dedicated to creating a workplace that's open and inclusive for all, where everyone can be their best self. If that speaks to you, we want to meet you. Come help us build a better future for retirement savings!

How to Apply:

If you're passionate about making a difference in the lives of millions and want to join a talented team that's revolutionizing the retirement savings market, we invite you to apply for this exciting opportunity. Please visit our website to learn more about our company culture and values, and to submit your application. We can't wait to hear from you! Apply for this job