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Remote Customer Support Representative - FT - Work from home

Customer Support | Boston, MA | Full Time

Job Description

Customer Support Representative

Human Support, Delivered at Scale

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

At Blueleaf we believe that anyone who wants a financial advisor should have access to one. A great one. But there are not enough great advisors to go around. Our mission is to expand access to high-quality financial advice for clients by simplifying the wealth management business for advisors

Those advisors need better tools, in order to serve more clients, effectively. We’re changing the industry by taking traditional functions like investment and business reporting, rebalancing, trading, billing, client interface, embedding them with communication, and wrapping those functions in automation and intelligence. Blueleaf delivers a lower cost back office, improved investment outcomes, and leads the industry in the advisor/client experience.

The Job

Blueleaf is looking for a smart Customer Support Representative to join our growing support team. As a customer support representative you will:

  • Become an expert in the Blueleaf platform and teach financial advisors how to get the most from it by working with the other members of our Support team as well as working cross-functionally with Engineering, Sales, Customer Success, and Product, including providing direct customer feedback.

  • Provide support via email using our help desk system, Help Scout.

  • Become a problem solver and a key first responder when our customers face bumps in the road. Sometimes, you’ll need to dig into our data logging software to find a data inconsistency or send a GIF to a user to better explain a process. 

  • Contribute directly to our customers’ (and their clients’) productivity and satisfaction with Blueleaf, by providing the highest level of customer support. 

This is a demanding but rewarding role that requires superior communication skills, a great attitude, and the desire to learn continually. 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.

We have a full-time role open, 40 hours a week. Working hours are 10-6 EST. We provide mostly email support to our customers but may add additional support by phone/chat in the future. We have a strong remote culture with teammates spread around the globe.

About You

  • 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

  • You have an interest in or knowledge of the financial advisory business. Not a must, but you’ll learn a lot about financial advisors and work directly with them in this role

  • Must demonstrate strong organizational skills and ability to work on multiple projects simultaneously

  • Genuinely empathetic, you can understand what our customers are looking for in a great interaction with the Support Team.

  • Experience in a customer-facing role (either in person or via phone/email

  • College graduate would be a plus

What You’ll Receive

  • The opportunity to contribute meaningfully and significantly at a growth-stage startup

  • Colleagues and leadership that want to see you be successful personally and professionally

  • Regular development plans and ongoing learning and educational resources

  • Great office space in Boston, MA but have a "Work where you're happy" approach with colleagues on 2 continents.

  • Competitive compensation and benefits including equity. 

  • Unlimited holidays.

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 Mint.com, 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.