Sr 401k Support Associate
Sr 401k Support Associate
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$ 54000 - 63000
1 Vacancy
Job Description
About Betterment
Betterment is a leading technologydriven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401(k) for small and mediumsized businesses. Our team is passionate about our mission: making peoples lives better. Were headquartered in NYC and offer hybrid NYbased positions (three days/ week inoffice).
About the role
As a Senior 401(k) Support Associate you will help to provide support to 401(k) Plan Sponsors who have chosen Betterment at Work for their companys retirement plan and recordkeeper. As a Senior 401(k) Support Associate you understand the 401(k) industry like collaborating with clients finding solutions and are a master at the art of the analogy. You are the voice for customers and relish providing them with that wow moment. You understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. In this role you will be joining a tightknit team that is an integral part of the Betterment at Work organization.
This role is remote eligible. Below weve reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere the actual compensation offered will be based on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location experience and performance. The range listed is just one component of Betterments total compensation package for employees.
- New York City San Francisco Los Angeles Seattle Boston Washington D.C. & Orange County CA : $65000 $75000
- Other locations: $54000 $63000
We offer a competitive equity package health dental and vision benefits and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.
A day in the life
- Deliver aboveandbeyond customer service and experiences through phone email or live chat
- Explain complex 401(k) record keeping and compliance principles clearly helping customers see the benefits of our products
- Proactively notice patterns and pursue solutions by leveraging available resources seeking out or creating new resources when appropriate
- Lead with empathy and a problemsolving mindset to identify client issues and concerns investigating why they happened and communicating crossfunctionally to find rapid resolutions
- Owns projects endtoend & initiatives to improve the team and/or client experience
- Act as the internal voice of the customer offering insights to all areas of the business to help build a better product
- Access to learning and development resources to equip and empower you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
What were looking for
- 25 years in the 401(k) industry supporting Plan Sponsors with an emphasis in providing an excellent customer experience
- Expertise with customer service or financial services specializing in 401(k) plan lifecycle and administration
- A familiarity with the basics of compliance testing and government reporting such as the Form 5500 is required
- Technically savvy specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries
- Solutionoriented and can develop plans of actions in unclear situations
- Able to work well crossfunctionally to resolve client issues
- Can work independently but also has a mentorship mentality and helps to upskill team members
- Exceptional written communication skills and ability to build rapport maintaining effective and meaningful relationships with clients
- Customer service call center or related experience working with CRM systems (For example: Zendesk Salesforce etc.
- A learners mindset and an appetite for financial acumen
What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact always laddering up to our mission: making peoples lives better.
We set audacious goals
We set them for the company our customers and ourselvesand we wont stop until we reach them. We dont just show up; we give our all then celebrate our wins.
We value all perspectives
When we collaborate were at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We invest in you with:
- A competitive suite of benefits including: 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; and generous parental leave.
- Flexible paid time off (and encouragement to use it!
- Meaningful opportunity for community building through our 7 Employee Resource Groups
- Empowerment to own and lead change and affect the business
- Dedicated professional development opportunities
- Lunch from our inhouse chef three days a week at our NYC headquarters
What happens next
Well take a few weeks to review all applications. If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues.
In the interview process well look to learn more about your skills experiences capabilities and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role we may ask you to complete a case study exercise or technical assessments as we want to collect a robust set of data points to better inform our decisions.
On average it takes us around 35 weeks to make a hiring decision depending on your availability and sense of urgency. As a best practice we aim to interview at least 23 final round candidates before making a hiring decision. Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process please reach out to your recruiter.
Please note that in any materials you submit you mayredactor remove ageidentifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized forredactingor removing this information.
Come join us!
Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender (including gender nonconformity and status as a transgender or transsexual individual) sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law.
EVerify Statement
Betterment participates in EVerify. We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization. Please note that we do not use this information to prescreen job applicants.
EVerify Notice
EVerify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected request deletion or to make updates to your candidate profile please email .
Required Experience:
Senior IC
Employment Type
Full Time
