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Member Experience Specialist - Remote

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!

Your Day-To-Day Responsibilities

  • Be the face of Facet to the customer, providing timely, professional, and friendly customer app support
  • Hone your technical investments knowledge and skill, as well as your understanding of brokerage trading procedures and terminology. Use this knowledge to help members facilitate investment transfers and money movements.
  • Ensure every member interaction is of the highest quality in terms of preparation, delivery, and follow-up
  • Provide timely follow-ups to members on status updates for transfer, rollovers, and funding requests
  • Diagnose and provide solutions to customer questions and app troubleshooting
  • Provide excellent member management including communication, documentation, and responsive follow through in all required systems (e.g., Salesforce Service Cloud.)
  • Catalog and escalate common issues and resolutions to product and engineering teams in order to design and implement improvements to our internal support tools 
  • Manage multiple member requests and meetings simultaneously, while providing the same expected level of quality to all member experiences
  • Manage your calendar effectively to provide ample scheduling opportunities for members and proactively schedules additional meetings during high demand
  • Follow-up with members that have low CSAT and/or NPS/other survey results to capture concerns to address 
  • Be the voice of the customer to the Facet team; reflect on your knowledge of common member needs to identify opportunities for process improvements and effectively communicate findings / recommendations to teammates to improve the overall member experience
  • Minimum of 2-3 years of related experience providing technical support in the financial services industry
  • Available to work a rotating schedule until 8 PM EST/5 PM PST
  • You take an analytical and data-oriented approach to problem-solving
  • You always strive to do your best, deliver quality results, and take accountability
  • You know how to deliver a great customer experience and always go the extra mile
  • You have strong communication skills in verbal/written English
  • You are patient, empathetic, and have a positive attitude with a desire to help our customers
  • You are a problem solver with a strong work ethic
  • You are tech-savvy and enjoy learning and over time mastering new tools and systems
  • You have the flexibility and availability needed to work in a start-up environment

Preferred Skills & Experience:

  • You have experience supporting investment account rollovers, electronic, ACH, and manual transfers
  • You have experience with managing messaging inbox as well other help desk ticketing platforms
  • You have experience with phone support along with chat/screen share walkthroughs
  • You are willing to fully adopt and champion the Facet brand internally and externally
  • You have superb communication, organizational, and client service skills
  • You have excellent computer skills along with the ability to learn in-house software and tools
  • You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills
  • You constantly push the upper bound and are innovative in how you think about solving problems
  • You have a passion for helping people reach their financial goals
  • $60,000-$75,000 base salary + bonus
  • Equity
  • Flexible PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US
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CEO of Facet
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$60000K
$75000K

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What You Should Know About Member Experience Specialist - Remote, Facet

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!

Frequently Asked Questions (FAQs) for Member Experience Specialist - Remote Role at Facet
What are the primary responsibilities of the Member Experience Specialist at Facet?

The Member Experience Specialist at Facet is responsible for providing exceptional customer support, which includes resolving billing and technical inquiries, navigating investment rollovers and transfers, and ensuring that each member interaction is of the highest quality. This role also involves analyzing member feedback to identify issues and contributing to solutions that enhance overall satisfaction.

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What qualifications do I need to be a Member Experience Specialist at Facet?

To qualify for the Member Experience Specialist role at Facet, you should have a minimum of 2-3 years of experience in providing technical support within the financial services industry. Strong communication skills in English, an analytical approach to problem-solving, and a tech-savvy disposition are essential. Experience with managing investment account rollovers and customer support systems is preferred.

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What tools and systems do Member Experience Specialists at Facet use?

Member Experience Specialists at Facet utilize various tools, including Salesforce Service Cloud for customer management, as well as internal software for tracking member inquiries and responses. Familiarity with help desk ticketing systems and messaging platforms is also beneficial in successfully managing member requests and strengthening team communication.

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Are there opportunities for growth within the Member Experience Specialist role at Facet?

Yes, Facet promotes a culture of continuous improvement and career development. As a Member Experience Specialist, you will have the opportunity to learn new tools, take on additional responsibilities, and contribute to process improvements, leading to potential advancement within the company.

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What is the work environment like for a remote Member Experience Specialist at Facet?

Facet offers a flexible and supportive work environment for remote Member Experience Specialists. The team fosters collaboration and open communication, encouraging employees to share insights and ideas to improve the member experience. You're empowered to manage your schedule while meeting the needs of your members.

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Common Interview Questions for Member Experience Specialist - Remote
How do you prioritize multiple member requests as a Member Experience Specialist?

When faced with multiple member requests, it’s crucial to assess urgency based on factors such as member status and the complexity of their inquiries. A good approach is to categorize requests and establish a system for addressing high-priority issues first, while maintaining open communication with members about expected response times.

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Can you describe a time when you resolved a complex customer issue?

When answering this question, focus on a specific example demonstrating your problem-solving abilities. Detail the issue, the steps you took to resolve it, the tools utilized, and the successful outcome. Highlighting your analytical skills and commitment to customer satisfaction is essential.

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What experience do you have with investment account rollovers?

Share any relevant experience you have with investment account rollovers, highlighting the processes you are familiar with and how you successfully assisted members in navigating these challenges. Emphasize your understanding of relevant regulatory concerns and how you ensure compliance during these transactions.

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How do you handle difficult conversations with members?

Difficult conversations can be challenging, but staying patient and empathetic is key. Explain that you approach these situations by actively listening, validating the member's feelings, and clearly communicating the steps you can take to resolve their concerns.

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What role does communication play in providing excellent member support?

Effective communication is the backbone of excellent member support. It involves active listening, clear articulation of solutions, and follow-up to ensure that members fully understand the processes. Good communication builds trust and assures members that their concerns are a priority.

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What strategies do you use for effective time management in your role?

Effective time management involves setting clear priorities for tasks, utilizing tools like calendars and task lists, and being flexible in adjusting plans based on member needs. Share examples of how you allocate your time to ensure quality interactions with all members while minimizing stress.

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How would you ensure a seamless experience for members during high-demand periods?

To ensure a seamless experience during high-demand periods, planning and proactive scheduling are essential. Communicate early with members about potential delays, prioritize urgent requests, and collaborate with your team for shared support to maintain service quality.

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What do you think is the most important quality for a Member Experience Specialist?

While there are many important qualities, empathy stands out as critical. It allows you to connect with members, understand their concerns, and tailor your support to meet their unique needs, ensuring they feel valued and supported throughout their journey.

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How do you keep yourself updated with changes in financial services?

To keep updated, I actively follow industry news, subscribe to relevant financial publications, and participate in webinars and training. Continuous education is vital in the financial services sector to provide accurate information and the best support to members.

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Why do you want to work as a Member Experience Specialist at Facet?

Reflect on Facet’s values and mission in your answer, emphasizing your passion for helping people reach their financial goals. Discuss how your skills align with the company’s focus on exceptional member experiences and your eagerness to be part of a team that is making a real difference.

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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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Full-time, remote
DATE POSTED
December 3, 2024

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