Onboarding Specialist

Range(25 days ago)

McLean, VAOnsiteFull TimeMedior$60,000 - $80,000Operations

About this role

Range is developing AI-powered financial solutions that simplify complex wealth management for its members through innovative technology and expert support. The company is experiencing rapid growth and aims to improve the member journey by integrating comprehensive financial services into a user-friendly platform.

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Required Skills

Customer Service
Onboarding
Financial Services
Troubleshooting
Financial Accounts
Communication
Problem-Solving
SaaS
Fintech
Relationship Building

About Range

www.range.com

Range is an innovative wealth management platform designed to provide comprehensive financial services for high-income earners, including investment strategy, tax optimization, retirement planning, real estate management, and cash flow analysis. Their team of Certified Financial Planners works closely with members to deliver personalized financial advice through a user-friendly interface, ensuring members can access their financial data and insights anytime. Emphasizing transparency, Range operates on a flat-fee pricing model with no hidden costs, allowing clients to make informed financial decisions without the burden of traditional asset management fees. With a focus on leveraging technology, Range aims to simplify and enhance financial management for professionals seeking to optimize their wealth strategies.

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