Member Experience Specialist

A company is looking for a Member Experience Specialist to enhance member experiences in financial planning.



Key Responsibilities

Provide timely and professional customer support for billing and technical inquiries
Guide members through investment transfers and rollovers, ensuring high-quality interactions
Analyze member experiences and collaborate with teams to improve processes and satisfaction


Required Qualifications

2-3 years of experience in technical support within the financial services industry
Ability to work a rotating schedule until 8 PM EST/5 PM PST
Experience with investment account rollovers and various transfer methods
Familiarity with help desk ticketing platforms and messaging inbox management
Strong computer skills and ability to learn in-house software and tools