Who We Are
Ellevest is a fast-growing, venture-backed financial services start-up built by women, for women. Our mission is to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added banking, learning, and money and career coaching services for Ellevest members, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.
Ellevest was co-founded by Wall Street veteran Sallie Krawcheck after she realized that the financial services industry was built by men, for men, systemically leaving women behind. During her Wall Street days, she served as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citi. Ellevest has raised $145 million from investors including Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, and Venus Williams.
Diversity, Equity & Inclusion
Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About This Position
As a Client Experience Associate, you will provide first touch responses to prospects and members across multiple channels including email, phone, chat, and text. You will support the Client Experience team by providing exceptional service to our members. You are a fast learner, with strong communication skills and a creative, problem solving attitude. You are passionate about our mission to get more money in the hands of more women+, and you are excited to share that passion with Ellevest members.
This is a part-time, fully remote opportunity. We will provide the equipment and training you need to be successful, we just ask you to reserve a quiet place at home to work (with WiFi) and bring an optimistic attitude!
You will have a flexible schedule based on your availability and the needs of the team, but may have the opportunity to work up to 20 hours per week as your availability allows and company needs require.
Day-to-day you will:
Act as the front line and voice of Ellevest assisting members with inquiries such as:
Onboarding or offboarding
Transitioning to a different membership plan
Troubleshooting issues related to account setup like linking a bank account or tracking debit card delivery
Assisting members with resetting their account password or similar technical issues
Explaining how Ellevest works, how to get started, or what services we offer
Efficiently solve inquiries from Ellevest members via email, phone, text, and chat
Support Ellevest members by providing exceptional service
Proactively identify trends, troubleshoot and escalate issues as appropriate, and share client feedback
Identify opportunities for growth and process improvement
We’re looking for:
Exceptional communication skills across various channels including email, phone, chat, and text; prior customer service experience is a plus!
A detail-oriented, organized approach to work with strong follow-through and ownership of tasks
Team player attitude and you are committed to learning from others
Ability to efficiently work in a fast-paced, high volume environment
Proficiency with (and excitement about) learning new technologies, systems, and processes
Passion for our women-oriented mission
Working at Ellevest
Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.
Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team.
We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.
Benefits:
Flexible work schedule with the opportunity to change as needed (we’ll work with you to determine a schedule that works for you)
Free Ellevest membership
This part-time position on our Client Experience team is perfect for someone who is looking to join a quickly scaling company with opportunity for growth. This is a part-time, hourly role and is not eligible for health insurance, retirement, or parental leave benefits.