Client Experience Associate


Client Experience Associate

  • Location: Remote

About This Position

We are looking for a team member to join our Client Experience team as part of the front lines of Ellevest. A successful candidate is passionate about our mission here at Ellevest and is able to share that passion with our prospects and members. Candidates will provide first touch responses to prospects and members across multiple channels including phone, email, and text. In this role, you will be supporting our members as they join Ellevest and navigate investing, banking, learning, and coaching services.

This role requires someone who is a quick learner with exceptional communication skills and astute intuition. You will work closely with the Product Managers and Product Designers on our team to identify ways to improve our user experience and services based on client feedback.

You will be working with a fully remote team across the country, and you can expect to work from 9am until 6pm in your local time zone.

Responsibilities

You will:

  • Act as the front line and voice of Ellevest
  • Effectively solve client inquiries via multiple channels (email, text, phone, etc.)
  • Support client transactions, such as deposits, ensuring a seamless experience for clients
  • Proactively troubleshoot client issues and coordinate across teams for resolution
  • Identify opportunities for growth and improvement within the team

Requirements

You have:

  • 1+ years of experience in a client-facing role, financial services experience a plus
  • Exceptional communicator across multiple channels including email, phone, and text
  • Tenacious problem-solver with strong follow-through and ownership of tasks
  • True team player committed to learning from and teaching others
  • Demonstrated ability to establish and improve upon processes
  • Passion for our women-oriented mission

About Ellevest

Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with an easy-to-use app and website backed by a gender-smart algorithm that factors in things like longer lifespans, pay gaps, and career breaks. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney and Merrill Lynch Wealth Management, formerly CFO of Citi, and author of Own It: The Power of Women at Work. Ellevest has raised $70MM from investors like Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, and Venus Williams.

Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others. Ellevest is unique in taking into account a woman’s longer lifespan and different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevest’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.

Working at Ellevest

Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, and operations organizations. We place a major emphasis on building a team and working environment where individuals can succeed professionally and personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, and to have room for fun and fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent and teamwork, and team is the most important thing to us.

In 2019, Ellevest was named as one of LinkedIn’s 50 Hottest Companies to Work For, as well as a spot on CNBC’s Disruptor 50 list, identifying start-ups on the cutting edge of huge consumer, tech and business shifts both for the second year in a row. In 2017, Ellevest was named one of Entrepreneur Magazine’s 100 Brilliant Ideas, and CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrow’s household names. We are working every day to make this a reality, and create a brand and a service that closes the female money gap.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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