Operations and Customer Support

The Operations and Customer Support team at Capitalize is dedicated to ensuring a seamless and efficient user experience by providing expert assistance to customers during their retirement savings journey. This team handles inquiries, resolves issues, and streamlines operational processes, all while fostering strong relationships with clients to enhance satisfaction and engagement with the platform. With a focus on eliminating barriers to saving, they play a crucial role in supporting customers in locating and transferring their old 401k accounts efficiently.