Member Experience Specialist

Facet

remoteUSD 60,000 - 75,000 / year

Remote (United States)

About this role

Job title: Member

At Facet, we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a Member

Specialist who thrives on direct interaction—someone who can turn a complex financial process into a seamless, supportive conversation.
In this role, you are the primary voice and face of Facet. You will spend your day engaging deeply with members via phone, email, and Zoom, acting as a dedicated guide through the technical hurdles of investment rollovers and account transfers. You won’t just be answering questions; you’ll be building trust, providing white-glove technical walkthroughs, and ensuring every member feels confident and supported as they act on their financial plan.

Your Day-To-Day Responsibilities:

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