Operations Associate

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission,
to empower people to build wealth with confidence and ease
. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office).

At Betterment, our Operations team thrives on efficiency and iteration. We are talented and eager to help our company operate more effectively and passionate to learn from our dynamic colleagues. There is no job too big or too small for us; we are focused, and we always strive for excellence.

You are a process-driven individual who loves checking items off your to-do list. You are always thinking of ways to make complicated tasks more efficient, while keeping a keen eye on the big picture. You have a knack for anticipating when a situation could be risky and quickly resolving it appropriately.

You are extremely detail-oriented with a passion for organization and effective communication. You grasp complex topics quickly and are adept at thinking on your feet to solve problems in a creative and holistic manner. You are metrics-oriented in nature and use data to inform your decisions whenever possible. You are a strong communicator who enjoys interacting with other people to address any issue that comes your way.

You are excited to support internal and external partners, and play a crucial role in keeping our business growing and running smoothly. You are customer-focused and team-oriented.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• New York City: $71,500 - $77,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly.

• Collaborate with Customer Experience and adjacent Operations teams to address inquiries involving account transfers, risk management, and onboarding for higher touch account types, such as LLCs, Trusts, and Estates.
• Interact directly with customers to resolve high-touch cases requiring expert knowledge of how money moves into and throughout the Betterment system.
• Partner with the Customer Experience team on operational topics to provide a unified customer experience by collaborating across Slack, Jira, and Zen Desk.
• Drive daily financial operations, including processing account transactions and applications, monitoring risk across the business, fielding third-party requests, and managing data streams that directly support the Betterment platform.
• Identify and suggest improvements to operational processes that make servicing customer requests, and the overall business, more efficient and scalable.
• Troubleshoot operational issues, investigate root causes, and collaborate with the engineering team to employ fixes.
• Interact with external partners or customers on an as-needed basis to resolve operational inquiries on accounts and processes.
• Partner with colleagues both internally and across the organization to drive projects through to completion.

• Prior experience at a financial institution, preferably in operations, finance, investing, customer experience, or business administration
• Proficiency in Excel/Google Sheets, with experience in data analysis and reconciliation
• Detail-oriented mindset and excellent organizational skills
• Ability to learn quickly and problem solve on the fly with little guidance
• Good intuition and ability to assess unclear situations with limited information, with an eye to always doing what’s…