Customer Support Specialist, Licensed Support

Betterment is seeking a Customer Support Specialist, Licensed Support to join our Human Advice team, dedicated to delivering exceptional, personalized experiences to our high-value clients. As a member of our Tier 2 Support Team, you will utilize your FINRA licenses to provide thoughtful, compliant servicing and financial guidance at key milestones in clients' retirement and wealth management journeys.

In this role, you will engage with clients via phone and email, assisting them in navigating our platform, understanding our products and portfolios, and making informed decisions. Your responsibilities include delivering tailored, white-glove support, handling client escalations with professionalism and compassion, and collaborating cross-functionally to enhance the overall Betterment experience for our highest-value users.

The ideal candidate holds an active FINRA Series 65 license (or equivalent, such as Series 66) and possesses 2–4 years of experience providing direct support or guidance in a financial services environment. Strong communication skills, a solid understanding of investment products and retirement strategies, and proficiency in navigating multiple tools in a fast-paced, client-focused setting are essential.

This salaried, non-exempt position offers a base salary range of $54,000 to $65,000, depending on factors such as location, experience, and performance. Betterment provides a competitive equity package, health, dental, and vision benefits, life and AD&D insurance, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and a 401(k) plan with employer match, along with a generous PTO policy.

Betterment fosters a supportive and inclusive community, valuing diverse perspectives and empowering employees to lead change and impact the business. We offer dedicated professional development opportunities and, for those based in NYC, lunch from our in-house chef at our headquarters.