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. Through virtual meetings, phone calls, or email, you'll leverage your strong financial services knowledge to confidently navigate complex scenarios and empower members to act on the financial advice given by their Facet CFP. Your contributions go beyond individual interactions, as you'll also collaborate with the team to analyze the member experience, identify root causes of issues, and develop solutions that continuously enhance satisfaction. If you're a passionate problem-solver with a knack for building rapport, eager to learn, and ready to make a positive impact on people's lives, join the Facet team and help us transform financial experiences!
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At Facet, we’re on a mission to redefine financial planning, and as a Member Experience Specialist, you’ll play a key role in making that happen! Working remotely, you'll be the friendly point of contact for our members, expertly guiding them through the maze of billing and technical inquiries. Your knack for building rapport and your solid grounding in financial services will empower you to navigate complex situations, helping members manage investment rollovers and transfers seamlessly. Every day will be different as you engage with members via virtual meetings, phone calls, or emails, to ensure their questions are answered and their experiences are top-notch. Not only will you provide exceptional support, but you’ll also work with the team to analyze member feedback, identify trends, and propose enhancements that drive satisfaction. If you thrive in a collaborative environment and are passionate about delivering excellent customer service, then joining Facet means embracing an opportunity to make a significant impact on people's financial journeys. We're looking for someone with 2-3 years of related experience in financial services support who enjoys problem-solving and learning new technologies. With a base salary range of $60,000-$75,000 plus bonuses, you'll also enjoy flexible PTO, equity, and a comprehensive benefits package. Come be a part of our innovative team and help us transform financial experiences for our members!
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordabl...
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