Customer Onboarding Specialist (B2C)

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.

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.