Partner Support Associate

DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!

About the role

As a Partner Support Associate, you will help us provide unparalleled support to our partners and clients to ensure any feedback is shared to the appropriate parties internally. You will serve on the front lines of DriveWealth and act as a brand ambassador representing our company and our partners. As a member of the Partner Support team, you will be expected to continuously find ways to optimize and improve the team’s performance.

A successful candidate has exceptional communication skills, empathy, and intuition. They are energized by assisting and delighting clients. The Partner Support team works closely with operations, technology, and compliance to support a rapidly growing and evolving business.

What You’ll Do

• Serve as a brand ambassador for DriveWealth and as the voice of the client to the company
• Proactively respond to client inquiries via omni-channel support (ServiceNow tickets, email, chat, etc.)
• Support client transactions such as withdrawals, deposits, and onboarding
• Coordinate with multiple departments, such as operations, technology, and compliance, to troubleshoot and resolve client issues
• Develop industry and product expertise to support clients efficiently
• Serve as a subject matter expert within the team and drive continuous improvement within this sphere
• Continuously find ways to improve the client experience
• Identify opportunities for growth, efficiency, and quality control within the team

What You’ll Need

• 3+ years of experience in a client-facing role in financial services
• Exceptional communicator across multiple channels, including email, phone, and chat
• Tenacious problem-solver with solid follow-through and a sense of ownership
• Unwavering dedication to working collaboratively to evolve and optimize our clients’ experience with DriveWealth
• Series 7 preferred

Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time.

Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.

Please note: at this time, we are not able to hire in all states.

Benefits

• Competitive medical, dental, and vision insurance options
• Mental Health and family planning services
• Unlimited paid time off with ten observed holidays
• 16 weeks of paid parental leave for biological and adoptive parents
• Pre-tax commuter benefits
• $2,500 each year to invest in continued education and personal development
• $75 a month in fitness and wellness reimbursement
• Company-provided phone
• Hybrid work experience that allows for flexibility
• For in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.