FacetHiring

Member Experience Specialist

  • USD 60,000 to 75,000 per year
  • Remote, United States
  • Mid-level
  • Posted 2 weeks ago
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In one line

Frontline support role at a financial planning startup, guiding members by phone, email and video through investment transfers and app issues.

About the role

Remote work in a small startup team. The job is the main voice members hear, turning complex brokerage steps into clear conversations and passing recurring problems back to product.

At a glance

Pay
USD 60,000 to 75,000 per year
Remote scope
Remote, United States
Seniority
Mid-level
Skills
Salesforce Service Cloud, Zoom, ACAT transfers, Rollovers, ACH
Posted
15 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Handle member questions by phone, email and live video with care
  • Lead screen-share sessions to fix app problems and move investments in real time
  • Keep a follow-up cadence so members get status updates on their money movements
  • Manage a busy queue and close the loop on every ticket
  • Log common pain points and share them with product
  • Call members who gave low satisfaction scores to listen and resolve

What they look for

  • 2 to 3 years in high-volume client support within financial services
  • 2 or more years at a registered investment advisor, broker-dealer or wirehouse
  • Able to build rapport quickly and explain brokerage terms simply
  • Comfort with screen sharing and Salesforce Service Cloud
  • Strong written and spoken English

Nice to have

  • Experience with rollovers, ACH and ACAT transfers

Benefits

  • Base salary of $60,000 to $75,000 plus bonus
  • Flexible paid time off
  • Medical, dental and vision cover, and a 401(k) with employer match

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job 3xxigvmntk
How to connect

Questions about this job

Is this job fully remote, and from where?

Yes. The posting lists Member Experience Specialist as a remote role for candidates in the United States.

What does this job pay?

The posting states USD 60,000 to 75,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: 2 to 3 years in high-volume client support within financial services; 2 or more years at a registered investment advisor, broker-dealer or wirehouse; able to build rapport quickly and explain brokerage terms simply. Skills it names include Salesforce Service Cloud, Zoom, ACAT transfers, Rollovers.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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