Senior 401(k) Support Associate - Remote

Overview

The Senior 401(k) Support Associate at Betterment will provide support to 401(k) Plan Sponsors, ensuring excellent customer experiences and understanding the intricacies of the 401(k) industry.

In Short

• Deliver exceptional customer service via phone, email, or live chat.
• Explain complex 401(k) principles clearly to clients.
• Proactively identify solutions by analyzing customer patterns.
• Lead with empathy to resolve client issues.
• Own projects to enhance team and client experiences.
• Act as the internal voice of the customer.
• Access learning resources for continuous improvement.
• Support Plan Sponsors in the 401(k) industry.
• Contribute to a positive team environment.
• Participate in ongoing professional development.

Requirements

• 2-5 years in the 401(k) industry with a focus on customer service.
• Expertise in 401(k) plan lifecycle and administration.
• Familiarity with compliance testing and government reporting.
• Technically proficient in navigating complex systems.
• Solution-oriented mindset.
• Ability to work cross-functionally.
• Exceptional written communication skills.
• Experience with CRM systems like Zendesk or Salesforce.
• A willingness to learn about financial acumen.
• Mentorship mentality to help upskill team members.

Benefits

• Competitive equity package and health benefits.
• Flexible PTO policy.
• Professional development opportunities.
• Community building through Employee Resource Groups.
• Lunch provided three days a week at NYC headquarters.
• Variable compensation in the form of bonuses.
• Supportive and inclusive workplace culture.
• Opportunities for personal and professional growth.
• Generous parental leave.
• Comprehensive insurance coverage.