Betterment · 9 hours ago
Customer Support Specialist, Licensed Support
New York, NY
Full-time
Hybrid
Entry, Mid Level
$54K/yr - $65K/yr
2+ years expBetterment is a leading, technology-driven financial services company that offers investing and retirement solutions. They are seeking a Customer Support Specialist to provide expert guidance and exceptional support to clients, ensuring a positive experience in their financial journey.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Serve as a licensed resource for clients, providing expert guidance on portfolios, tax-advantaged strategies, and platform features while helping maximize adoption and engagement across their financial journey
Deliver tailored, white-glove support via phone and email that is clear, professional, and empathetic to a client’s unique needs
Remain in compliance with Betterment’s financial advice philosophy and standards
Handle client escalations with professionalism and compassion, with a focus on retention and customer win-back
Work cross-functionally to find resolutions, share client feedback, and improve tools and processes to enhance the overall Betterment experience for our highest-value users
Respond to posts requiring customer support intervention or reputation management on the r/Betterment subreddit
Qualification
Required
Active FINRA Series 65 license (or equivalent ie. Series 66)
2–4 years of experience providing direct support or guidance in a financial services environment
Strong communicator with the ability to explain complex financial concepts clearly and empathetically
Solid understanding of investment products, retirement strategies, and advisory principles
Organized and detail-oriented with excellent time management and follow-through
Comfortable navigating multiple tools and systems in a fast-paced, client-focused setting
Benefits
Competitive equity package
Health, dental and vision benefits
Life and AD&D
Short-term and long-term disability insurance
EAP
Commuter and parking benefits
FSA/HSA
401(k) with employer match
Generous PTO policy
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
Generous parental leave
Flexible paid time off
Meaningful opportunity for community building through our 7 Employee Resource Groups
Dedicated professional development opportunities
Lunch from our in-house chef at our NYC headquarters
Company
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$435MKey Investors
TreasuryORIX Growth CapitalSharesPost Investment Management
2021-09-29Series F· $60M
2021-09-29Debt Financing· $100M
2021-04-30Series Unknown
Leadership Team
John Mileham
CTO
Jon Stein
Founder and Board Member
Recent News
2026-01-22
2026-01-22
2026-01-22
Company data provided by crunchbase