Future Opportunities: Retirement Advocate

📋 Description

• Own the customer journey with inbound/outbound calls, email, and Zoom.
• Provide expert, reliable support as the contact for retirement benefits inquiries.
• Leverage AI tools to accelerate research and communication with accuracy and compliance.
• Identify churn risk and act to mitigate churn using product knowledge.
• Build and maintain admin relationships to anticipate needs.
• Partner cross-functionally to unblock friction and align team needs.

🎯 Requirements

• 3-6 years of customer experience with 1+ years in retirement benefits.
• Experience with 401k retirement plans preferred.
• Account Management experience preferred.
• Proactively and reactively support customers to drive success and loyalty.
• Synthesize and clearly communicate complex subjects verbally and in writing.
• Experience with Salesforce, Zoom, Google Suite, Gmail, and Chili Piper.

🎁 Benefits

• Offices in Denver, San Francisco, and New York City; hybrid work.
• Symmetry subsidiary offices in Scottsdale.
• San Francisco office covers SF and San Jose metro areas.
• Remote days require secure, reliable internet connection.
• Equal opportunity employer; accommodations available.
• Inclusive culture welcoming diverse backgrounds.