The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Deliver an outstanding customer experience for Trump Accounts customers: through phone, email, and chat channels
Drive continuous improvement by surfacing patterns and friction points unique: to a new, high-visibility platform still being refined post-launch
Grow your financial services expertise as you develop deep subject mastery of: the product offering: eligibility, contributions, and custodial account mechanics, alongside complex financial concepts like equities trading, margin, and options trading
Aggregate feedback from Customer Experience agent interactions to highlight: recurring process pain points and product gaps to leadership
Maintain flexible availability to ensure consistent internal support coverage: for customers during evenings, weekends, and special events
