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.
* 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.
Requirements:
* Previous experience in customer service or sales, specifically in the financial field, with a proven track record of delivering exceptional customer experiences. Experience in banks, pension funds, or other financial institutions is highly desirable.
* Strong understanding of financial products and services, such as mortgages, pensions, tax refunds, insurance, and other financial verticals.
* Excellent verbal and written communication skills in Hebrew, with the ability to effectively engage with clients and provide clear explanations of complex financial concepts.
* Strong attention to detail and accuracy in handling sensitive personal and financial information.
* Demonstrated intellectual sharpness and the ability to quickly grasp and understand various financial products and services.
* High technological skills, including proficiency in using digital communication tools and CRM platforms.
* A genuine passion for customer satisfaction and a proactive mindset in addressing customer needs.
Join our dedicated team at Better and contribute to our mission of empowering individuals to save money across various financial verticals. With our cutting-edge technology and commitment to excellence, you will have the opportunity to make a significant impact and shape the future of digital finance. Apply now and be part of a dynamic and innovative company that values customer satisfaction and provides exceptional financial services to high-tech employees.
* Previous experience in customer service or sales, specifically in the financial field, with a proven track record of delivering exceptional customer experiences. Experience in banks, pension funds, or other financial institutions is highly desirable.
* Strong understanding of financial products and services, such as mortgages, pensions, tax refunds, insurance, and other financial verticals.
* Excellent verbal and written communication skills in Hebrew, with the ability to effectively engage with clients and provide clear explanations of complex financial concepts.
* Strong attention to detail and accuracy in handling sensitive personal and financial information.
* Demonstrated intellectual sharpness and the ability to quickly grasp and understand various financial products and services.
* High technological skills, including proficiency in using digital communication tools and CRM platforms.
* A genuine passion for customer satisfaction and a proactive mindset in addressing customer needs.
Join our dedicated team at Better and contribute to our mission of empowering individuals to save money across various financial verticals. With our cutting-edge technology and commitment to excellence, you will have the opportunity to make a significant impact and shape the future of digital finance. Apply now and be part of a dynamic and innovative company that values customer satisfaction and provides exceptional financial services to high-tech employees.
This position is open to all candidates.
