Current jobs related to Travel Advisor Experience Associate - New York, New York - Fora

  • Travel Advisor Experience Associate

    4 weeks ago

    New York, New York, United States Fora Full time

    About ForaWe're reimagining the travel advisor industry with fresh eyes, and building a travel agency that is modern, inclusive, tech-enabled and well, cool. Fora is a next-generation travel platform that, through training and tools, enables anyone to become a travel agent. Our mission is to empower entrepreneurs to transform their passion for travel into...

  • Advisor Experience Associate

    3 weeks ago

    New York, New York, United States Fora Full time

    About ForaWe're reimagining the travel industry with a modern, inclusive, and tech-enabled approach.Fora is a next-generation travel platform that empowers entrepreneurs to transform their passion for travel into revenue.We're seeking a dedicated Advisor Experience Associate to support the entrepreneurial journey of travel advisors.This role offers a unique...

  • Senior Frontend Engineer

    4 weeks ago

    New York, New York, United States Fora Travel, Inc Full time

    About ForaWe're reimagining the travel advisor industry with a modern, inclusive, and tech-enabled approach. Our mission is to empower entrepreneurs to transform their passion for travel into revenue.As a Senior Frontend Engineer, you will play a crucial role in building the Advisor Experience, the heart of the Fora Platform. You will work closely with...

  • Compliance Associate

    3 weeks ago

    New York, New York, United States Advisor Group Full time

    Compliance Associate RoleWe are seeking a detail-oriented Compliance Associate to join our team within Ladenburg Thalmann Asset Management. The Compliance Associate will have an integral role with LTAM that entails assisting with monitoring the accounts. This includes tracking and monitoring accounts with systematic withdrawals, restricted positions, pending...

  • Operations Specialist, Advisor Experience

    4 weeks ago

    New York, New York, United States Fora Full time

    About ForaWe're reimagining the travel advisor industry with a modern, inclusive, and tech-enabled approach. Our mission is to empower entrepreneurs to transform their passion for travel into revenue, and we're doing it by curating incredible experiences for travelers.The RoleWe're seeking an enthusiastic and dynamic Operations Specialist who has a passion...

  • Operations Specialist, Advisor Experience

    3 weeks ago

    New York, New York, United States Fora Full time

    About ForaFora is a next-generation travel platform that empowers entrepreneurs to transform their passion for travel into revenue. We're reimagining the travel advisor industry with fresh eyes and building a modern, inclusive, and tech-enabled travel agency. Our mission is to empower 100,000 entrepreneurs to succeed in the travel industry.About The...

  • Senior Frontend Engineer

    4 weeks ago

    New York, New York, United States Fora Full time

    About ForaWe're reimagining the travel advisor industry with fresh eyes, and building a travel agency that is modern, inclusive, tech-enabled and well, cool.Fora is a next-generation travel booking platform that, through training and tools, enables anyone to become a travel agent. Our mission is to empower entrepreneurs to transform their passion for travel...

  • Financial Advisor Associate

    4 weeks ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Join Our Team as a Financial Advisor AssociateWe are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team in NYC/NJ. As a Financial Advisor Associate, you will be responsible for developing relationships with clients, gathering client information, and building robust financial plans to help clients achieve their...

  • Financial Advisor Associate

    4 weeks ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Financial Advisor AssociateWe are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team. As a Financial Advisor Associate, you will work closely with our experienced financial advisors to provide exceptional client service and support.Responsibilities:Customize financial plans for each client based on their professional...

  • Associate Wealth Advisor

    4 weeks ago

    New York, New York, United States The Colony Group Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...

  • Associate Tax Advisor

    4 weeks ago

    New York, New York, United States Linklaters Full time

    Job Title: Associate Tax AdvisorWe are seeking a highly skilled Associate Tax Advisor to join our team in New York or Washington D.C. office.Key Responsibilities:Provide tax advisory services to clients on mergers, acquisitions, and divestitures, as well as private equity funds and structures.Assist in the preparation of tax returns and other tax-related...

  • Junior Associate Client Advisor

    1 month ago

    New York, New York, United States Voya Financial Full time

    About the OpportunityWe are seeking a highly motivated and detail-oriented Junior Associate Client Advisor to join our team at Voya Financial. As a key member of our Institutional Sales team, you will play a critical role in supporting our Client Advisors in driving sales of Voya Investment Management strategies across public and corporate plans, E&Fs, and...

  • Travel Experience Coordinator

    3 weeks ago

    New York, New York, United States Memorable Escapes Full time

    Unlock Your Potential as a Travel AdvisorAt Memorable Escapes, we're passionate about creating unforgettable travel experiences. As a Travel Advisor, you'll have the opportunity to craft personalized vacation itineraries and packages that exceed our clients' expectations.Key Responsibilities:• Collaborate with clients to understand their travel preferences...

  • Senior Investment Banking Director

    3 weeks ago

    New York, New York, United States Advisor Group Full time

    Job Summary:We are seeking a highly experienced Managing Director of Investment Banking to lead our Specialty Finance / FIG practice. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets as well as experience and relationships with relevant structures,...

  • Associate Banking Advisor

    4 weeks ago

    New York, New York, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our commitment to service, expertise, and integrity has earned us a...

  • Financial Advisor

    4 weeks ago

    New York, New York, United States Lenox Advisors Full time

    Join Lenox Advisors, a premier wealth and insurance advisory firm, as a Financial Advisor. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate and secure their financial future. Our values align with yours: trust, teamwork, and accountability. You will build upon your natural abilities to connect...

  • Tax Advisor

    4 weeks ago

    New York, New York, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their unique tax needs...

  • Senior Advisor

    4 weeks ago

    New York, New York, United States Jones Lang LaSalle Full time

    Job Title: Senior AdvisorWe are seeking a highly skilled Senior Advisor to join our team in Washington, D.C. or New York City. As a Senior Advisor, you will provide support to senior level client management on loan origination, due diligence, financial structuring, negotiations, and funding commitment associated with high-value loans for innovative or...

  • Digital Experience Advisor

    4 weeks ago

    New Hyde Park, New York, United States Northwell Health Full time

    Job Title: Advisor, Digital User ExperienceNorthwell Health is seeking a highly skilled Advisor, Digital User Experience to join our Digital Innovation & Transformation team. As a key member of our team, you will play a critical role in establishing the voice and vision for our strategic outputs.Job Summary:The Advisor, Digital User Experience will be...

  • Patient Care Advisor

    4 weeks ago

    New York, New York, United States Sun River Health Full time

    Job Title: Patient Care AdvisorSun River Health is seeking a highly skilled Patient Care Advisor to join our team. As a Patient Care Advisor, you will play a critical role in providing exceptional patient care and support to our patients.Job Summary:The Patient Care Advisor will be responsible for scheduling appointments, updating patient demographics, and...

Travel Advisor Experience Associate

2 months ago

New York, New York, United States Fora Full time
Job Description

About Fora

We're reimagining the travel industry with a modern, inclusive, and tech-enabled approach. Our mission is to empower entrepreneurs to transform their passion for travel into revenue, and we're doing it by curating incredible experiences for travelers.

We're a next-generation travel platform that enables anyone to become a travel agent. Our team of 50+ full-time employees is based in Tribeca, New York City, and we're backed by an incredible group of investors.

About the Role

We're seeking an Advisor Experience Associate who has a passion for supporting the entrepreneurial journey of travel advisors. This cross-functional role offers a unique opportunity to work directly with various teams and drive meaningful impact within a fast-growing tech startup.

The AX Associate will report to the Senior Manager, Advisor Strategy & Operations. This position is perfect for someone who cares deeply about customer (advisor) success and is eager to learn quickly in a high-growth startup environment.

Key Responsibilities
  • Advisor Support & Operations (50%):
    • Own the Advisor Experience segment of the inbound support queue.
    • Ensure service standards are met and collaborate with the Advisor Experience team to standardize responses and processes.
    • Analyze key themes and build reporting infrastructure to track advisor concerns.
    • Propose solutions for training, processes, and products to address advisor issues.
    • Develop documentation for internal teams to standardize processes and responses.
  • Training Operations & Facilitation (30%):
    • Work with the Program Operations Specialist to maintain the accuracy and integrity of the advisor training library by identifying outdated materials and gaps in the learning journey.
    • Work cross-functionally to assist with the development and creation of training materials.
    • Facilitate weekly advisor onboarding group calls and assist the Head of Training & Development with facilitating ad-hoc trainings and webinars on an as-needed basis.
    • Iterate on regularly-referenced data tables and tools that track and inform team KPIs.
  • Special Projects (20%):
    • Collaborate with Advisor Experience leadership on special projects, such as enhancing support systems to better assist advisors as we scale.
Requirements
  • 1-3 years of prior professional experience, including internships or part-time roles, in a high-growth startup environment or project management/operations role.
  • Bachelor's degree in Business, Communications, or a related field, or equivalent experience.
  • Demonstrated proficiency in written and verbal communication with customers or clients.
  • Demonstrates a comfort and confidence in speaking to groups on Zoom and in person.
  • A passion for ensuring customer (advisor) success and a deep understanding of customer needs and challenges.
  • Ability to thrive in a fast-paced, high-growth startup environment with a willingness to learn and adapt quickly.
  • Strong interpersonal skills with the ability to work cross-functionally with various teams and stakeholders.
  • High attention to detail in documentation and reporting to ensure accuracy and consistency.
Preferred Qualifications
  • Demonstrated ability to analyze data, identify key themes, and generate actionable insights.
  • Familiarity with CRM systems and support tools; ability to quickly learn new software and systems.
  • Proven experience in customer support or a related field, preferably in a tech or startup environment.
Benefits
  • Salary: $60-70K + equity
  • Unlimited PTO
  • Health Insurance (including an option completely covered by Fora HQ)
  • Dental & Vision Insurance
  • One Medical Membership
  • 401k plan
  • Commuter Benefits
  • Supplemental Life Insurance
  • Stock Options