Member Advisor

2 months ago


San Francisco, United States Atlas Full time

Atlas is redefining the luxury spending experience with a members-only, no-limit charge card. An Atlas card membership unlocks access to coveted experiences including the most in-demand restaurant reservations and last-minute luxury hotel booking.

We are looking for a highly motivated and detail-oriented individual to join our team as a Founding Member Advisor. You will be the face of Atlas as you make the membership benefits come to life for our invite-only members who are high-performing, high-earning founders and established creatives who require a high-touch, personalized experience.

How You Will Contribute

Serve as the primary point of contact for our Members throughout their Atlas journey as you manage their accounts and answer any and all questions related to benefits, rewards, billing, and their card and mobile app. Deliver exceptional customer service via video call, email, text and phone. Research and build Member profiles to tailor onboarding calls, 1:1 video sessions, and personalized experiences to provide a unique Atlas journey for each Member. Be the Member’s fearless advocate to unblock any internal/external threat to delivering an unparalleled member experience. Deeply understand the Atlas product and our Member’s needs to proactively identify opportunities to enhance the member experience and collaborate with cross-functional teams, including operations, design, and engineering, to ensure seamless member experiences. Use multiple tools to manage the Member’s account and effectively communicate through all customer channels.

Qualifications

3+ years of client services/relations in high-touch financial services, luxury retail, dining, travel, hotel, or concierge working with high-value clients to provide remarkable experiences. A long-term resident of NYC, Los Angeles, Miami, or San Francisco. Access to a private workspace that provides a quiet and undistracted environment for video and phone calls. Excellent communicator with adaptive listening skills that can tailor the message to the audience. Excels at developing creative solutions to complex problems in order to unlock the impossible for our members. Ability to properly prioritize against competing needs.

Bonus

Familiarity with Zendesk or other SaaS communication platforms Experience leading customer-facing video calls via Zoom/Google Meet

Disposition

Passion for delivering exceptional customer service and building lasting relationships with our members. Excited about the prospect of re-imagining the card membership experience with the opportunity to engage with a community of ambitious Members and co-workers. Thrives working independently within ambiguity, in a fast-paced, dynamic environment. Self-motivated and ambitious. Enjoys the challenge of making the impossible happen. Deep empathy - you can easily connect with others and understand their needs and implement their feedback. Energetic, flexible, confident, and collaborative attitude.

Benefits

Opportunity to be an integral part of a brand that is creating a new standard of financial services and lifestyle membership — entering the ground floor of a fast-growing, category-defining company. Competitive salary, stock options, and 401K. Full health benefits (medical, dental, and vision insurance). Generous vacation policy and paid company holidays. Complimentary Atlas Membership
  • Member Advisor

    1 month ago


    San Francisco, California, United States Atlas Full time

    Atlas is redefining the luxury spending experience with a members-only, no-limit charge card. An Atlas card membership unlocks access to coveted experiences including the most in-demand restaurant reservations and last-minute luxury hotel booking.We are looking for a highly motivated and detail-oriented individual to join our team as a Founding Member...


  • San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...


  • San Antonio, Texas, United States Soarion Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Member Advisor to join our team at Soarion Credit Union. As a Senior Member Advisor, you will play a key role in providing exceptional member experiences, processing transactions, and offering personalized solutions to meet our members' financial needs.Key ResponsibilitiesMember Experience:...


  • San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...

  • Member Advisor

    3 months ago


    San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...


  • San Francisco, United States Evolve Talent Partners Full time

    Overview: The Senior Wealth Advisor (Private Client) role is an ideal opportunity for a highly motivated professional to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client...


  • San Francisco, United States Evolve Talent Partners Full time

    Overview: The Senior Wealth Advisor (Private Client) role is an ideal opportunity for a highly motivated professional to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client...

  • Morgan Advisors

    2 months ago


    San Francisco, California, United States JPMorganChase Full time

    Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...

  • Lead Advisor

    2 weeks ago


    San Francisco, California, United States Claire Myers Consulting Full time

    We are a mature, specialized and successful Wealth Management Advisory firm situated in the TransAmerica Building in San Francisco. We provide high-end investment planning services and seek to find an energetic, detail-minded, and business-oriented Lead Advisor who enjoys finding additional business opportunities. As a Lead Advisor, you will have a...

  • Physician Advisor

    1 month ago


    San Francisco, United States Sutter Health Full time

    We are so glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-BayPosition Overview:The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring the effective, efficient utilization of health care services. The PA will develop...

  • Financial Advisor

    1 day ago


    San Francisco, California, United States Golden 1 Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our Investment Services team at Golden 1 Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet with members to...

  • Physician Advisor

    1 month ago


    San Francisco, United States Sutter Health Full time

    We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office-Bay Position Overview: The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring the effective, efficient utilization of health care services. The PA will...

  • Physician Advisor

    4 days ago


    San Francisco, United States Sutter Health Full time

    We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office-Bay Position Overview: The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring the effective, efficient utilization of health care services. The PA will...

  • Sales Advisor

    4 days ago


    San Francisco, United States Warby Parker Full time

    Advisors are primarily focused on supporting our efforts to deliver the best possible overall customer experience. Advisors have an immediate and direct impact on the success of Warby Parker through customer interactions, process ideation and improvement, and various special projects.  What you'll do: Provide the absolute best customer service in our...


  • San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionRole:Serves as a team lead to Member Engagement Advisors by providing assistance, escalation support and resolution of complex account matters. Supports the Member Engagement Center Manager and Director of Member Engagement in the overall operations of the Contact Center through management of SLAs. Supports the team by...


  • San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionRole:Serves as a team lead to Member Engagement Advisors by providing assistance, escalation support and resolution of complex account matters. Supports the Member Engagement Center Manager and Director of Member Engagement in the overall operations of the Contact Center through management of SLAs. Supports the team by...

  • Physician Advisor

    1 month ago


    San Francisco, United States Sutter Health Full time

    Organization: SHSO-Sutter Health System Office-Bay Position Overview: The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring the effective, efficient utilization of health care services. The PA will develop expertise on matters regarding physician practice...

  • Physician Advisor

    1 month ago


    San Francisco, United States Sutter Health Full time

    We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office-Bay Position Overview: The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring the effective, efficient utilization of health care services. The PA will...

  • Member Advisor

    1 month ago


    San Antonio, United States Soarion Credit Union Full time

    Job DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...

  • Financial Advisor

    3 months ago


    San Francisco, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionCUSO Financial Services, LP (CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the San Francisco Bay area.Where it all began with San Francisco Fire Credit Union.In 1951 SF Fire Credit Union first opened its...