Operations Associate

Betterment is a leading, technology-driven financial services company that offers investing, savings, and retirement solutions. The Operations Associate will collaborate with various teams to enhance operational efficiency, resolve customer inquiries, and drive daily financial operations.

Responsibilities

• Collaborate with Customer Experience and adjacent Operations teams to address inquiries involving account transfers, risk management, and onboarding for higher touch account types, such as LLCs, Trusts, and Estates
• Interact directly with customers to resolve high-touch cases requiring expert knowledge of how money moves into and throughout the Betterment system
• Partner with the Customer Experience team on operational topics to provide a unified customer experience by collaborating across Slack, Jira, and ZenDesk
• Drive daily financial operations, including processing account transactions and applications, monitoring risk across the business, fielding third-party requests, and managing data streams that directly support the Betterment platform
• Identify and suggest improvements to operational processes that make servicing customer requests, and the overall business, more efficient and scalable
• Troubleshoot operational issues, investigate root causes, and collaborate with the engineering team to employ fixes
• Interact with external partners or customers on an as-needed basis to resolve operational inquiries on accounts and processes
• Partner with colleagues both internally and across the organization to drive projects through to completion

Skills

• Prior experience at a financial institution, preferably in operations, finance, investing, customer experience, or business administration
• Proficiency in Excel/Google Sheets, with experience in data analysis and reconciliation
• Detail-oriented mindset and excellent organizational skills
• Ability to learn quickly and problem solve on the fly with little guidance
• Good intuition and ability to assess unclear situations with limited information, with an eye to always doing what's best for our customers
• Strong, concise written and verbal communication skills

Benefits

• Competitive equity package
• Health, dental and vision benefits
• Life and AD&D
• Short-term and long-term disability insurance
• EAP
• Commuter and parking benefits
• FSA/HSA
• 401(k) with employer match
• Flexible PTO policy
• Medical, dental, and vision insurance
• Life and AD&D insurance
• STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits
• Generous parental leave
• Flexible paid time off
• Lunch from our in-house chef at our NYC headquarters

Company Overview