Job Description

We’re looking for thoughtful, empathetic individuals to deliver a white-glove customer experience. You’ll be hands‑on in providing live, personalized guidance and expert support to customers navigating important financial decisions, ensuring they feel informed, confident, and cared for at every step. This role is ideal for someone who thrives in a fast‑paced environment and takes pride in delivering exceptional, concierge‑level service.

You don’t need a luxury hospitality or private banking background – but you must bring a thoughtful, service‑oriented mindset. You take pride in helping people feel comfortable, understood, and supported.

What you’ll do

  • Provide live, concierge‑style support to customers via phone, chat, and other real‑time channels
  • Guide customers through Aven’s products, processes, and next steps with clarity and confidence
  • Accurately document customer interactions and outcomes in internal systems
  • Iden...

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