Capitalize is a company that specializes in helping individuals manage and roll over their old 401(k) accounts into individual retirement accounts (IRAs). The company provides a seamless and hassle-free service to locate old 401(k)s, compare top IRAs, and execute rollovers, often at no cost to the user, as it partners with several IRA providers. Capitalize aims to simplify retirement savings management by allowing greater control, visibility into fees, and flexibility over investment options. With proprietary technology and expert support, Capitalize ensures safe and tax-efficient transfers of retirement funds.
November 20
Customer Service Specialist at Capitalize, helping clients navigate retirement account rollovers. Ensure a great experience and advocate for customer feedback.
πΊπΈ United States β Remote
π΅ $45k - $52k / year
π° $12.5M Series A on 2021-02
β° Full Time
π’ Junior
π‘ Mid-level
π Customer Support
π«π¨βπ No degree required
π¦ H1B Visa Sponsor