Customer Onboarding Specialist (B2C)

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 cutting-edge technology and a dedicated team of financial professionals.

As we continue to expand, we are seeking a highly skilled and customer-focused 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 high-tech employees, ensuring a smooth onboarding experience and matching their financial needs with our technological services.

What You'll Be Doing:

• Conduct professional Zoom meetings with high-tech employees to understand their financial needs and assess compatibility with our company's 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 long-term 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.