Frec is making sophisticated investing strategies simple and accessible. Low-cost direct indexing with supercharged tax savings. Earn high interest on cash with Treasury. Next-level investing without a wealth advisor. Backed by Greylock.
About the role
As an early member of our small Investor Experience team, you'll play a critical role in ensuring our clients feel supported, valued, and set up for long-term success. At Frec, we're a small team that wears many hats. We’re collaborative by nature and united by a commitment to delivering an exceptional experience for every customer. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- FINRA Licenses: SIE, Series 7, 65 or 66 (active and in good standing)
- Experience using and/or improving a customer ticketing SAAS tool
- 4-7 years of experience, preferably at a fintech/wealthtech
- Proficient with using brokerage platforms and Microsoft Office suite (Word and Excel)
- Working knowledge of margin, leverage, and how fees and financing costs work in a brokerage account
- Degree from an accredited university or significant relevant experience preferred
More about this role
Our mission is to help create enduring wealth. To do this, we don't promise shortcuts or magic strategies. We respect the realities of investing as it actually works, and challenge the long-standing assumption that returns and taxes belong in separate conversations. By building tax-aware investment tools once reserved for the ultra-wealthy, Frec empowers investors to hold onto more of what they earn.
In the last year, Frec has been growing exponentially – 50% QoQ growth with over $1.5B+ in customer assets. We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company. If you’re looking to join a fast-growing team with high potential, Frec could be the place for you.
Learn more about Frec as a company at www.frec.com .
As an early member of our small Investor Experience team, you'll play a critical role in ensuring our clients feel supported, valued, and set up for long-term success. At Frec, we're a small team that wears many hats. We’re collaborative by nature and united by a commitment to delivering an exceptional experience for every customer.
You'll own the full post-onboarding customer relationship,...
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