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Member Experience Specialist - Contract

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Overview

Role focused on enhancing member experiences through onboarding and support.

Ideal candidate has 2+ years in customer service with strong financial services knowledge.

30 usd / hourremotemidcontracttemporaryfull-timeEnglishCRM softwareGoogle Suite

Locations

  • United States

Requirements

  • 2+ years in customer service
  • Experience with white glove service
  • Strong understanding of investment account transfers

Responsibilities

  • Guide new members through onboarding
  • Manage ACAT transfer process
  • Provide member support

Benefits

  • 100% remote work
  • Flexible hours
  • Potential for contract extension