Customer Onboarding Operations Specialist

Who we are:

Are you ready to be part of a transformative company that is empowering thousands of Israelis to save money across various financial verticals Join Better a rapidly growing B2C company that has already saved customers over $60 million in commissions and fees. At Better we are revolutionizing the way people manage their finances through cuttingedge technology and a dedicated team of financial professionals.

As we continue to expand we are seeking a highly skilled and customerfocused individual to join our team as a Customer Onboarding Specialist. In this role you will play a pivotal role in providing exceptional customer service to hightech employees ensuring a smooth onboarding experience and matching their financial needs with our technological services.

What Youll Be Doing:

• Conduct professional Zoom meetings with hightech employees to understand their financial needs and assess compatibility with our companys technological services.
• Collect and process personal data ensuring all necessary documentation including financial powers of attorney are completed accurately and efficiently.
• Demonstrate a genuine interest in customer satisfaction going above and beyond to exceed their expectations and address any concerns or questions they may have.
• Leverage your experience in customer service or sales in the financial field to build rapport and establish longterm relationships with clients.
• Utilize excellent verbal and written communication skills to effectively convey complex financial information in a clear and concise manner.
• Demonstrate intellectual sharpness and high digital skills to navigate our systems and provide efficient and accurate support to customers.

Requirements :

• Previous experience in customer service or sales specifically in the financial field with a proven track record of delivering exceptional customer experiences. Experience in banks pension funds or other financial institutions is highly desirable.
• Strong understanding of financial products and services such as mortgages pensions tax refunds insurance and other financial verticals.
• Excellent verbal and written communication skills in Hebrew with the ability to effectively engage with clients and provide clear explanations of complex financial concepts.
• Strong attention to detail and accuracy in handling sensitive personal and financial information.
• Demonstrated intellectual sharpness and the ability to quickly grasp and understand various financial products and services.
• High technological skills including proficiency in using digital communication tools and CRM platforms.
• A genuine passion for customer satisfaction and a proactive mindset in addressing customer needs.

Join our dedicated team at Better and contribute to our mission of empowering individuals to save money across various financial verticals. With our cuttingedge technology and commitment to excellence you will have the opportunity to make a significant impact and shape the future of digital finance.

Apply now and be part of a dynamic and innovative company that values customer satisfaction and provides exceptional financial services to hightech employees.

Remote Work :

Yes

Employment Type :

Fulltime