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Client Support Specialist

SigFig, Phoenix, AZ

The easiest way to manage & improve your investments


 

SigFig is tearing down the barriers to investing. We've raised $110 million to support our growth as the #1 Online Investment Advisor for large Financial Institutions. Help us define the next generation of investing!

We are seeking a qualified Full-Time Client Support Specialist to join our Support Team. Our Support team assists clients in our asset management, enterprise product support, and portfolio tracker services. Your primary responsibility will be to act as the first line of response for SigFig clients and provide exceptional customer service to participants regarding their asset management accounts.

WHAT YOU’LL BE DOING:

  • Provide excellent client support and build relationships through phone, chat, and email conversations
  • Identify our clients' needs, resolve issues, execute requests, and implement appropriate solutions in a timely and accurate manner
  • Assist with the processing of various applications, service requests, and other workflow items to ensure that work is being done quickly and accurately
  • Ensure client interactions are in compliance with the Asset Management program and regulatory procedures
  • Partner with multiple financial consultants located both onsite and remotely to perform operational activities to support sales efforts
  • Build an environment that values teamwork, open communication, collaborative problem resolution and a strong sense of urgency to resolve client issues
  • Identify workflow-related issues, trends, and makes recommendations for improvement to management

WE'RE LOOKING FOR SOMEBODY WITH:

  • Very strong verbal and written communication skills
  • Experience working with internal and external clients
  • Bachelor's degree or equivalent experience preferred
  • 1-2 years experience in financial services industry preferred
  • Detail oriented and the ability to prioritize issues to maximize customer experience
  • Demonstrated track record of success in working with cross-functional teams
  • Ability to work in a fast-paced environment
  • Demonstrates the highest standards of ethics and integrity
  • Demonstrates sound judgment and analytical skills

PERKS & BENEFITS:

  • Competitive compensation packages
  • Medical, dental and vision benefits for employees and their dependents
  • Flexible vacation policy with uncapped time off
  • Catered lunches daily and a kitchen stocked full of drinks and snacks
  • Fitness subsidy
  • Commuter subsidy

About SigFig

SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients.

Founded in 2007, SigFig is backed by top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. The company is headquartered in San Francisco, California. Learn more at www.sigfig.com.

 

About SigFig

About us SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. Founded in 2007, SigFig is backed by leading financial institutions including Eaton Vance, Comerica Bank, New York Life, Santander InnoVentures, and UBS, as well as top-tier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures. The company is headquartered in San Francisco, California. Learn more at www.sigfig.com.

Want to learn more about SigFig? Visit SigFig's website.