Client Experience Associate

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women. We started by building the only gender-aware investing platform that takes totally un-ignorable realities  — like pay gaps, different salary curves, and women’s longer lifespans — into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was founded by Wall Street veteran, Sallie Krawcheck. Before Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a Client Experience Associate, you will provide first touch responses to clients across multiple channels including email, phone, chat, and text. You will support the Client Experience team by providing exceptional service to our clients. You are a fast learner, with strong communication skills and a creative, problem solving attitude. You are passionate about our mission to get more money in the hands of more women, and you are excited to share that passion with Ellevest clients. 

This is a part-time, fully remote opportunity. We will provide the equipment and training you need to be successful, we just ask you to reserve a quiet place at home to work (with WiFi) and bring an optimistic attitude. You will have a flexible schedule based on your availability and the needs of the team, but may have the opportunity to work up to 20 hours per week as your availability allows and company needs require. 

Day-to-day you will:

• Act as the front line and voice of Ellevest assisting clients with inquiries such as:
• Onboarding or offboarding
• Troubleshooting issues related to account setup like linking a bank account or setting up deposits 
• Assisting clients with resetting their account password or similar technical issues
• Explaining how Ellevest works, how to get started, or what services we offer
• Efficiently solve inquiries from Ellevest clients via email, phone, text, and chat
• Support Ellevest clients by providing exceptional service
• Proactively identify trends, troubleshoot and escalate issues as appropriate, and share client feedback
• Identify opportunities for growth and process improvement
  

We’re looking for: 

• Exceptional communication skills across various channels including email, phone, chat, and text; prior customer service experience is a plus! 
• A detail-oriented, organized approach to work with strong follow-through and ownership of tasks
• Team player attitude and you are committed to learning from others
• Ability to efficiently work in a fast-paced, high volume environment
• Proficiency with (and excitement about) learning new technologies, systems, and processes
• Passion for our women-oriented mission
  

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The hourly rate for this position is $20/hour. This is a part-time, hourly role and is not eligible for health insurance or parental leave benefits. Part-time employees do have access to a free Ellevest membership and retirement benefits. 

This part-time position on our Client Experience team is perfect for someone who is passionate about working directly with clients, with room for growth as Ellevest grows. 

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day. We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

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