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Customer Support Representative

Customer Support | Boston, MA | Full Time and Part Time

Job Description

Customer Support Representative

Customer Support is the heart and soul of our business. We’re on the search for an exceptional representative with a passion for helping people and solving challenging problems. Our team is continuing to grow, and we can’t wait to hear from you!

If you have a desire to help others, an interest in technology, and a passion to make the customer support experience a bit more human, this could be the right opportunity for you!

Our Mission

The Blueleaf mission is to make financial advice available to everyone, not just the wealthy. We work with the very best financial advisory firms to help make it profitable to deliver extraordinary service to a substantially broader audience. Clients win by getting better service. Advisors win by growing their businesses.

Job Summary

Blueleaf is looking for smart, high-energy customer support representatives to join our growing support team. As a customer support representative, you'll help our customers get the most from their Blueleaf experience. In this customer facing role, you'll become an expert in the Blueleaf platform and teach financial advisors how to get the most from it. You'll also be a problem solver and a key first responder when our customers face bumps in the road. Our business is growing rapidly, adding millions of dollars to our platform every day and we need to ensure that we’re delivering the very best possible experience.

Both full and part-time roles are available. If you're interested in a part-time role you should be available to work 15-20 hours per week. Remote candidates are welcome to apply.


  • College graduate (if PT you should be a current Sophmore+ working towards completing a Bachelor’s degree)
  • You are a bright, high-energy, detail oriented person
  • You have fantastic written and verbal communication skills as well as great problem solving instincts
  • Comfortable with technology and able to learn new systems within a short time
  • Major in finance or business preferred
  • You have an interest in or knowledge of the financial advisory business
  • Must demonstrate strong organizational skills and ability to work on multiple projects simultaneously

To Apply: Send us your resume with a short introduction telling us the accomplishment that you’re most proud of. (And anything else you think we should know.)

About Blueleaf

We are a profitable, seed funded startup backed by investors who funded, Dropbox, Bank Simple, and Betterment. Currently, we process over $55 Billion every day.

(No recruiters please. Direct inquiries only)

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.