About the role
The team supports clients transitioning to Betterment's 401(k) platform. The associate guides clients through onboarding, coordinates with internal teams, and manages plan setup to ensure a smooth transition to the new system.
Our summary of the posting; the original is on the Betterment careers page.
What the posting requires
- Required
- Technical savvy
- CRM
- Systems
- Project management systems
- Communication
- Zendesk
- Salesforce
- Asana
- Customer service
- Finance
- Preferred
Nothing listed as preferred.
These tags are our reading of the posting. They can miss something; the original posting is the reference.