Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).

About the Role

The Licensed Customer Experience Team at Betterment is the dedicated, white-glove support layer for our $100k+ customers—the power-users of Betterment. As a customer's net worth grows, so does the complexity of managing their money. The Licensed Customer Support Team is here to help.

When these customers have questions about their portfolios, performance, tax features, or how to g

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