At careerzynith, we are on an ambitious mission to transform how Americans save for retirement. We believe that preparing for your future should be straightforward, transparent, and stress-free — not a maze of paperwork, phone calls, and confusing financial jargon. Our flagship product helps individuals digitally locate their old 401k accounts scattered across former employers and consolidate them into a new, streamlined account at the financial institution of their choice. This eliminates friction, reduces hidden fees, and empowers everyday people to take true control of their long-term financial well-being.
Our vision extends far beyond just account consolidation. Over time, we intend to dismantle every obstacle, inefficiency, and unnecessary cost embedded in the retirement savings ecosystem. We want every American to retire with enough money to live a life of dignity, security, and opportunity. The retirement system in the United States is fundamentally broken, and careerzynith is building the modern infrastructure to fix it. Backed by leading venture capital investors, careerzynith is a fast-growing, 35-person company headquartered in the vibrant heart of New York City, with a remote-friendly culture that welcomes top talent from anywhere in the United States.
Joining careerzynith means becoming part of a mission-driven organization that is changing lives at scale. Every conversation our team has with a customer directly impacts their financial future, and that is a responsibility we take seriously. If you are passionate about helping people, fascinated by personal finance, and energized by the startup environment, this is the opportunity you have been waiting for.
Saving for retirement is difficult, filled with friction, confusion, and decades of accumulated industry complexity. As a Customer Service & Operations Associate at careerzynith, you will be on the front lines of solving these problems for real people every single day. You will play a pivotal role in guiding customers through our industry-leading rollover experience, helping them consolidate their retirement accounts with confidence and clarity. This position is far more than answering questions — it is about being a trusted advisor, an empathetic problem-solver, and a customer advocate rolled into one.
You will be critical to ensuring that every customer interaction ends with greater confidence in their long-term financial future. Beyond direct customer support, you will serve as the voice of the customer within careerzynith, channeling insights, pain points, and feedback to our product and engineering teams to inform the evolution of our platform. Because we are a small, agile team that moves fast, you will work directly with members across every function of the company — from product and engineering to operations and leadership. Your fingerprints will be on the work that shapes our roadmap.
As a Customer Service & Operations Associate at careerzynith, your day-to-day work will blend customer empathy, operational excellence, and continuous learning. Below is a detailed breakdown of the core responsibilities you will own:
To thrive in this role at careerzynith, you will need a blend of customer service expertise, financial industry knowledge, and a passion for helping people. Here is what we are looking for:
Beyond the core qualifications, the most successful Customer Service & Operations Associates at careerzynith tend to bring the following skills and attributes to the table:
At careerzynith, we are committed to investing in the growth and development of every team member. Joining us as a Customer Service & Operations Associate is not just a job — it is the beginning of a meaningful career in one of the most exciting and impactful areas of fintech. As you master the customer experience and develop expertise in retirement savings, you will have opportunities to grow into roles such as Senior Customer Operations Specialist, Customer Success Manager, Operations Lead, or even transition into product, compliance, or partnership-focused roles within the company.
You will gain deep knowledge of the retirement savings industry, develop expertise in customer experience strategy, and work side-by-side with talented colleagues who are passionate about building something that matters. We believe in promoting from within, providing mentorship, and supporting continuing education. Whether you aspire to become a fintech leader, a customer experience expert, or an operations strategist, careerzynith will give you the platform, resources, and exposure to make it happen.
careerzynith is a mission-driven company focused on doing what is right — for our customers, for our team, and for the future of retirement savings in America. This means we have built a culture that values diversity, equity, inclusion, and belonging at every level of the organization. We are committed to assembling a team of diverse, hardworking people who want to be their best in a setting that is open, supportive, and inclusive for all.
We believe that a diverse, equitable, and inclusive company enriches both our professional and personal lives. That commitment extends to measurable dimensions such as gender, race, and ethnicity, as well as broader dimensions like skill sets, professional backgrounds, and life experiences. We actively seek to build a team that reflects the diversity of the customers we serve. Our team members are curious, collaborative, and deeply committed to our mission. We celebrate wins together, learn from setbacks, and approach every challenge with empathy and determination.
We are a remote-friendly company, meaning you can work from anywhere in the United States while still being a fully integrated member of the team. For those who thrive on in-person collaboration, we also offer a beautiful office space in New York City. Whether you prefer the focus of working from home or the energy of our NYC headquarters, you will find an environment that supports your preferred working style.
We believe that taking care of our team is just as important as taking care of our customers. careerzynith offers a competitive compensation package and a comprehensive benefits offering designed to support your health, well-being, and financial future:
If this opportunity speaks to you — if you want to do meaningful work that directly improves the financial lives of millions of Americans — we want to meet you. careerzynith is more than a company; it is a movement to fix a system that has failed too many hardworking people for too long. Every team member plays a vital role in that mission, and as a Customer Service & Operations Associate, your work will be felt by every customer you help and every insight you share with our product team.
We are looking for people who are empathetic, driven, intellectually curious, and unafraid of hard problems. We are looking for people who want to be their best in a setting that is open, inclusive, and committed to doing what is right. If that sounds like you, we encourage you to apply and become part of the careerzynith story. Come help us build the future of retirement savings — one customer, one account, and one conversation at a time.