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 us, a rapidly growing B2C company that has already saved 30,000 customers millions in commissions and fees.
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 Telemeeting & Customer Care Specialist. In this role, you will play a pivotal role in activating customers via phone calls and providing exceptional customer service via WhatsApp, ensuring a smooth experience and matching their financial needs with our technological services.?What You'll Be Doing: Proactive Engagement: Conduct financial compatibility assessments with clients and lead activation initiatives for inactive users. Customer Support: Provide prompt, accurate, and professional support via phone, written channels (WhatsApp/Mail), and Zoom meetings. Inquiry Routing: Direct complex customer requests to the right internal teams and follow up until fully resolved. Onboarding & data Collection: Collect personal and financial documentation (e.g., powers of attorney) efficiently and accurately.
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 Telemeeting & Customer Care Specialist. In this role, you will play a pivotal role in activating customers via phone calls and providing exceptional customer service via WhatsApp, ensuring a smooth experience and matching their financial needs with our technological services.?What You'll Be Doing: Proactive Engagement: Conduct financial compatibility assessments with clients and lead activation initiatives for inactive users. Customer Support: Provide prompt, accurate, and professional support via phone, written channels (WhatsApp/Mail), and Zoom meetings. Inquiry Routing: Direct complex customer requests to the right internal teams and follow up until fully resolved. Onboarding & data Collection: Collect personal and financial documentation (e.g., powers of attorney) efficiently and accurately.
Requirements:
Top-Tier Communication: Exceptional written and verbal communication skills; ability to explain complex financial/technical concepts clearly. Multitasking & Digital Agility: Strong digital skills to navigate internal systems while managing a high volume of client chats simultaneously. Service Excellence: Outstanding interpersonal skills, empathy, patience, and a strong customer-centric mindset. Organization & Detail: Meticulous attention to detail and high accuracy in processing client data and documentation. 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 to be part of a dynamic, innovative company that values customer satisfaction and provides exceptional financial services to high-tech employees.
Top-Tier Communication: Exceptional written and verbal communication skills; ability to explain complex financial/technical concepts clearly. Multitasking & Digital Agility: Strong digital skills to navigate internal systems while managing a high volume of client chats simultaneously. Service Excellence: Outstanding interpersonal skills, empathy, patience, and a strong customer-centric mindset. Organization & Detail: Meticulous attention to detail and high accuracy in processing client data and documentation. 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 to be part of a dynamic, innovative company that values customer satisfaction and provides exceptional financial services to high-tech employees.
This position is open to all candidates.
