Client Onboarding Consultant
ExpediaSalary not specified
Full Time
Mid-level (3 to 4 years)
$62,400 – $72,800Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries
Requirements
Candidates should have at least 2 years of experience in customer service, client relations, or member experience, preferably in financial services. Demonstrated experience with white glove service or high-touch client management is required, along with strong understanding of investment account transfers, particularly ACATs. Excellent written and verbal communication skills, exceptional organizational skills, meticulous attention to detail, and proficiency in CRM software and Google Suite are necessary. The ability to work independently, manage multiple priorities, and a proactive problem-solving approach are also essential.
Responsibilities
The Member Experience Specialist will guide new members through a personalized onboarding process, acting as their primary point of contact. They will manage the end-to-end ACAT transfer process, liaising with external custodians and maintaining detailed records. Additionally, they will provide ad-hoc support to members, addressing inquiries about accounts and services, and documenting all interactions in the CRM system.
Skills
Financial Planning
Customer Service
Billing Inquiries
Technical Support
Investment Rollovers
Account Transfers
Communication Skills
Attention to Detail
Problem-Solving
Relationship Building
ACAT Transfers
Facet
AI platform for professional image generation
About Facet
Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees
Benefits
Competitive salary & equity
Paid parental leave
Three weeks paid vacation
Medical, dental, vision insurance & OneMedical membership
Order any work-related books on the company's Amazon account.
Flexible working hours
Relocation assistance
Yearly stipend for learning & development.
Commuter benefits including a monthly ride-sharing stipend
Risks
Emerging competition from companies like RunwayML could impact Facet's market share.
Open-source AI models may reduce the value of Facet's technology.
Stricter regulations on data privacy and ethical AI could affect Facet's operations.
Differentiation
Facet offers a collaborative platform for professional image generation.
Facet's AI tools enable efficient image generation and refinement.
Facet provides subscription-based access to advanced AI tools for creative professionals.
Upsides
AI-driven image synthesis is integrating with AR/VR for immersive experiences.
Demand for AI tools with real-time collaboration features is growing.
AI-generated art is gaining acceptance in traditional art spaces.
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