Licensed Customer Experience Leader (High-Value Clients)

Betterment; New York (NY); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Equity for all employees

Flexible paid time off

Paid parental leave

401(k) match

Job summary

Betterment, a leading financial services company headquartered in New York, is seeking a Senior Manager for their Licensed Customer Experience team. In this role, you will lead a team dedicated to supporting high-net-worth clients, ensuring exceptional service quality and client satisfaction.

As a key player, you’ll oversee performance metrics, drive team development, and collaborate across departments to enhance operational success. Betterment offers competitive salary and comprehensive benefits, including equity, flexible PTO, and a 401(k) plan.

Qualifications

• Minimum of 5 years in customer service management, preferably in financial services.
• Strong ability to coach and develop team performance.
• Experience handling complex client interactions and escalations.

Responsibilities

• Lead and develop a team of licensed customer experience representatives.
• Own team performance metrics and ensure service level agreements are met.
• Implement strategies to improve customer satisfaction and retention.

Skills

People management

Communication skills

Performance management

Customer service experience

Adaptability

Education

FINRA Series 65 or equivalent

Tools

Zendesk

Salesforce/CRM

Job description

Betterment, a leading financial services company headquartered in New York, is seeking a Senior Manager for their Licensed Customer Experience team. In this role, you will lead a team dedicated to supporting high-net-worth clients, ensuring exceptional service quality and client satisfaction.

As a key player, you’ll oversee performance metrics, drive team development, and collaborate across departments to enhance operational success. Betterment offers competitive salary and comprehensive benefits, including equity, flexible PTO, and a 401(k) plan.