Job Detail

Client Services Specialist at SigFig
Phoenix, AZ, US

We are SigFig. We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial practices to reimagine solutions to serve customers at scale.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Whether it’s through our direct to consumer or business to consumer products through partnerships with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.

Headquarters in San Francisco, we also have amazing talent solving interesting problems across our offices in Calgary, Tucson, Phoenix, Singapore, and New Delhi. Come thrive at SigFig!

The Team -- The Support & Operations Team

As a Client Support Specialist within the Support & Operations Team you will be the first line of contact for our asset management clients and portfolio tracker services. In addition, being a crucial point of contact for our enterprise clients and products. Our department works closely with our financial advisors & product team to ensure we always are meeting our client’s needs to the best of our ability. The support and operation team is a small close-knit team that works together to build an environment that values teamwork, open communication, collaborative problem resolution and a strong sense of urgency to resolve client issues.

The Opportunity -- Client Support Specialist

As a Client Support Specialist, you will provide excellent client support and build relationships through phone, chat, and email conversations. While identifying our clients' needs, problem solve, execute requests, and implement appropriate solutions in a timely and accurate manner. Which would include assisting with the processing of various applications, service requests, and other workflow items to ensure that work is being done quickly and accurately. Always ensuring our client interactions are in compliance with the Asset Management program and regulatory procedures. As we partner with multiple financial consultants located both onsite and remotely to help perform operational activities to support sales efforts. Lastly, help identify workflow-related issues, trends, and make recommendations for improvement to management.

As SigFig continues to partner with Enterprise Clients the Client Support Specialist will be front line support in helping to identify any failures, bugs, or systemic problems clients may be experiencing. You will also work with our engineering team to evaluate complex customer problems, identify root causes and derive resolutions.

How You’ll Make an Impact

    Partner: with Financial Advisors and the Product team to help get the voice of the customer to those people who can make an impact
    Collaborate: with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
    Impress: create first-in-class experiences for our clients and partners
    Strategize: with development team for new products and improvements based on customer suggestions/feedback and recommend product revisions

Why We Value You

    You are the face of SigFig to our clients
    You have the ability to impact our Assets Under Management (AUM)
    You are a super high energy individual with excellent communication (written and oral) and interpersonal skills
    You will be empowered to share the voice of the clients you help daily
    You undertake projects and tasks with an attention to detail coupled with a sense of urgency
    You are self-motivated, resilient and assertive with a high willingness to learn
    You will encourage and be part of an environment that values teamwork, open communication, collaborative
    You will have the ability to impact and grow with company
    You have experience working with internal and external clients
    You have a demonstrated track record of success in working with cross-functional teams
    You undertake projects and tasks with an attention to detail coupled with a sense of urgency

Ideal SigFigian for this Role

    1-2 years experience in financial services industry

Founded in 2007, SigFig is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.