Quedan 3 Días! Participant Advisory Associate...

Overview

Get in on the ground floor with a fast-growing, VC-backed tech company that is bringing cryptocurrency to the $7.3T 401(k) market! We are the only 401(k) provider that allows people to invest directly into spot crypto and our growth reflects that.

Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.

Your Opportunity

Get in on the ground floor with a fast-growing, VC-backed tech company that’s redefining the 401(k) industry! ForUsAll is the only 401(k) provider that allows people to invest directly into spot crypto — and our growth reflects that.

Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by top-tier venture capital and fintech veterans who share our vision of bringing institutional-quality investments and modern tools to everyday Americans.

Your Opportunity

As we continue to scale our Participant Advisory Team, we’re seeking a highly organized, tech-savvy, and AI-curious individual to join us as a Participant Advisory Associate.

This role combines customer service excellence with AI-powered efficiency. You’ll be part of the front-line team supporting 401(k) participants — helping them understand, navigate, and make the most of their retirement benefits. You’ll also leverage AI tools to improve response quality, automate tasks, and identify insights that enhance the participant experience.

This is a fantastic opportunity to join a mission-driven fintech startup that’s revolutionizing retirement and financial wellness.

What You'll Do :

• Serve as a trusted guide for participants, providing clear, empathetic, and timely support in English via email, chat, and video.
• Use AI tools to enhance customer engagement — from drafting communications to analyzing feedback and identifying common issues.
• Continuously look for ways to automate, streamline, and scale participant interactions.
• Collaborate with cross-functional teams (Product, Operations, Customer Success) to share participant insights and drive improvements.
• Take initiative — move projects from idea to execution.
• Maintain a positive and proactive attitude, contributing to a supportive and high-performing team culture.
• Learn quickly and apply new AI workflows or tech tools to improve efficiency
• Ability and desire to reinvent customer processes for greater scale and quality
• Tenacious creativity - constantly scanning to identify and lead automation / scale initiatives
• Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
• Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
• Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll.
• Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.

Who You Are

Qualifications

This will be a hybrid role with 3 days in the office at our El Poblado Office.

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