Member Experience Specialist - Contract - Remote

Overview

At Facet, we're revolutionizing financial planning by prioritizing exceptional member experiences that empower individuals to achieve their financial goals. As a Member Experience Specialist, you'll be a vital player, expertly resolving billing and technical inquiries, and proactively guiding members through complex investment rollovers and transfers across various platforms.

In Short

• Guide new members through a personalized and high-touch onboarding process.
• Proactively communicate with members to gather necessary information and documentation.
• Educate members on Facet's services, platform, and benefits.
• Act as the primary point of contact for new members.
• Manage the end-to-end ACAT transfer process for new and existing members.
• Communicate regularly with members regarding the status of their transfers.
• Provide ad-hoc support to members as needed.
• Maintain a thorough understanding of Facet's products, services, and policies.
• Document all member interactions accurately in our CRM system.

Requirements

• Exceptional communication skills.
• Meticulous attention to detail.
• Deep commitment to providing outstanding service.
• Ability to collaborate closely with financial planners and internal teams.
• Strong problem-solving skills.

Benefits

• Opportunity to make a positive impact on people's lives.
• Work with a passionate and motivated team.
• Gain experience in financial services.