At Turtle , we’re building a human-first financial planning platform that goes beyond dashboards and deductions. We help people make confident money decisions, the kind that affect real lives, not just spreadsheets. This role is for someone who loves making things work behind the scenes and cares deeply about how people feel in the process. You’ll be managing the experience of high-income professionals, HNIs, and NRIs as they go through their financial planning journey with Turtle. It's a mix of operations, customer experience, relationship management, and personal finance education - all rolled into one. This is not a back-office role. This is not a telecalling job. This is not customer support for a SaaS tool. If you’re the kind of person who enjoys structure, cares about people, and likes solving personal finance puzzles, keep reading. This role reports directly to the founder. What you’ll work on Coordinate and manage client journeys from onboarding to advisor calls to membership renewals Schedule calls between clients and advisors, update trackers, and ensure no balls are dropped Support clients via chat, email, and phone with empathy, not scripts Handle both routine and slightly messy client situations with care and calm Collaborate with the team on new, member-first ideas and process improvements Review user journeys regularly to identify friction points and improve experience Help clients understand their Turtle dashboard, tools, and financial plan in simple language Deliver high-touch, high-trust service that clients remember (and talk about) Who we’re looking for 1–3 years of experience in operations, customer success, or a client-facing role at a financial services company Some familiarity with personal finance concepts and a genuine interest in learning more Excellent communication skills, written and verbal. You should be able to write like a human and talk like a friend Highly structured and dependable, you don’t let details slip Comfortable managing multiple conversations and tasks in parallel Emotionally intelligent you know when to slow down, when to reassure, and when to take charge Flexible to work on occasional weekends and US hours, based on client needs Looking to grow in the financial planning space long-term This is not a fit if You come from a BPO, SaaS support, or tech troubleshooting background You want to work strictly within fixed hours and clear-cut SOPs You’ve never worked in or shown interest in personal finance or client-facing work You struggle to write professional emails or simplify complex topics in conversations You’re only looking for a stable job, not an opportunity to grow and take ownership A few honest truths This is a hands-on role. No ivory tower. No hiding behind “other teams.” You’ll be talking to real people about real financial decisions. You’ll learn a lot about money, behaviour, and building trust. If you’re someone who wants to grow into a senior client-facing role in personal finance, this is a solid foundation. If you're not the right person for this, think of that finance extrovert friend who loves money, people, and structure and send this to them. If you still find this interesting, do let me know - One way you think we can improve the member experience at Turtle in the next 60 days We read every application. Keep it honest. We’ll do the same. Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00 per month Schedule: Rotational shift Application Question(s): One way you think we can improve the member experience at Turtle in the next 60 days One achievement that you are proud of (personal/professional/financial/anything) Work Location: Remote Expected Start Date: 15/07/2025

At Turtle , we’re building a human-first financial planning platform that goes beyond dashboards and deductions. We help people make confident money decisions, the kind that affect real lives, not just spreadsheets. This role is for someone who loves making things work behind the scenes and cares deeply about how people feel in the process. You’ll be managing the experience of high-income professionals, HNIs, and NRIs as they go through their financial planning journey with Turtle. It's a mix of operations, customer experience, relationship management, and personal finance education - all rolled into one. This is not a back-office role. This is not a telecalling job. This is not customer support for a SaaS tool. If you’re the kind of person who enjoys structure, cares about people, and likes solving personal finance puzzles, keep reading. This role reports directly to the founder. What you’ll work on Coordinate and manage client journeys from onboarding to advisor calls to membership renewals Schedule calls between clients and advisors, update trackers, and ensure no balls are dropped Support clients via chat, email, and phone with empathy, not scripts Handle both routine and slightly messy client situations with care and calm Collaborate with the team on new, member-first ideas and process improvements Review user journeys regularly to identify friction points and improve experience Help clients understand their Turtle dashboard, tools, and financial plan in simple language Deliver high-touch, high-trust service that clients remember (and talk about) Who we’re looking for 1–3 years of experience in operations, customer success, or a client-facing role at a financial services company Some familiarity with personal finance concepts and a genuine interest in learning more Excellent communication skills, written and verbal. You should be able to write like a human and talk like a friend Highly structured and dependable, you don’t let details slip Comfortable managing multiple conversations and tasks in parallel Emotionally intelligent you know when to slow down, when to reassure, and when to take charge Flexible to work on occasional weekends and US hours, based on client needs Looking to grow in the financial planning space long-term This is not a fit if You come from a BPO, SaaS support, or tech troubleshooting background You want to work strictly within fixed hours and clear-cut SOPs You’ve never worked in or shown interest in personal finance or client-facing work You struggle to write professional emails or simplify complex topics in conversations You’re only looking for a stable job, not an opportunity to grow and take ownership A few honest truths This is a hands-on role. No ivory tower. No hiding behind “other teams.” You’ll be talking to real people about real financial decisions. You’ll learn a lot about money, behaviour, and building trust. If you’re someone who wants to grow into a senior client-facing role in personal finance, this is a solid foundation. If you're not the right person for this, think of that finance extrovert friend who loves money, people, and structure and send this to them. If you still find this interesting, do let me know - One way you think we can improve the member experience at Turtle in the next 60 days We read every application. Keep it honest. We’ll do the same. Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00 per month Schedule: Rotational shift Application Question(s): One way you think we can improve the member experience at Turtle in the next 60 days One achievement that you are proud of (personal/professional/financial/anything) Work Location: Remote Expected Start Date: 15/07/2025

At Turtle , we’re building India’s first conversation-first, fixed-fee financial planning platform. No hidden commissions, no robo-advisors pretending to be human. Just thoughtful, clear, and structured financial advice across investments, taxes, insurance, and credit. We work with high-income professionals and returning NRIs who want answers, not jargon. But for clients to experience that level of clarity, someone needs to run the engine, ensuring that advisors are prepared, client conversations are well-tracked, and cross-domain advice flows smoothly. That’s where you come in. What you’ll work on Draft clear, structured reports across investments, tax, insurance, and credit based on advisor conversations and client goals Build and manage templates for recurring reports like tax plans, insurance gap summaries, portfolio reviews, etc. Coordinate complex, cross-domain cases — when a client needs advice across multiple areas, make sure it all ties together Shadow advisor workflows , identify repetitive tasks, and work with tech/design teams to make processes faster and smarter Maintain advisor and client context : ensure advisors walk into calls with a full background, and clients receive one cohesive plan Step in when SOPs break down , especially for edge-case clients where planning, tax, and credit need to be stitched together Follow up and close the loop — ensuring outputs go out within 24 hours of calls, and no action item slips through Who we’re looking for 1–3 years of experience in financial services, ideally in ops, client delivery, or planning support Strong writing and structuring skills, you can take 5 messy inputs and turn them into one clean document Familiar with the basics of personal finance, tax filing, mutual funds, insurance terms, loans, etc. Good at breaking down problems into systems, SOPs, or repeatable templates Comfortable handling multiple threads across advisors, clients, and timelines Motivated by client outcomes, not just checkboxes, you care that the plan actually works Open to working occasional weekends or extended hours, especially for US-based clients or tight delivery timelines Based in Jodhpur, Rajasthan This is not a fit if You’re looking for a pure back-office or data-entry role You dislike writing or structuring information You’ve never worked on financial content or have no interest in the personal finance domain You prefer predictable days over multi-threaded work You’re not comfortable working in a high-ownership, fast-paced team that runs on trust You’ll thrive here if you… Love making things run smoothly in the background but also step in when needed Can turn call transcripts and scribbled notes into a clear roadmap Communicate clearly and empathetically, especially in writing Care about both speed and quality See yourself growing into a client-facing or planning-led role in the future Enjoy figuring things out when the path isn’t obvious Brownie points if you… Have a background in taxation or a similar field Have worked with HNIs, NRIs, or complex planning cases in the past Have experience using Notion, Airtable, or similar collaborative tools Can build or suggest simple automations for repetitive work Compensation & logistics Pay: Competitive (based on experience) Location: On-site (Jodhpur) Hours: 11 am – 7 pm IST (with flexibility based on client/advisor schedules) We read every application. No cover letters needed. Just clarity, curiosity, and intent. After applying do send a short note on why this role excites you, along with a sample report or process you’ve helped build or automate, and what impact it had. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person Expected Start Date: 15/07/2025

At Turtle , we’re building India’s first conversation-first, fixed-fee financial planning platform. No hidden commissions, no robo-advisors pretending to be human. Just thoughtful, clear, and structured financial advice across investments, taxes, insurance, and credit. We work with high-income professionals and returning NRIs who want answers, not jargon. But for clients to experience that level of clarity, someone needs to run the engine, ensuring that advisors are prepared, client conversations are well-tracked, and cross-domain advice flows smoothly. That’s where you come in. What you’ll work on Draft clear, structured reports across investments, tax, insurance, and credit based on advisor conversations and client goals Build and manage templates for recurring reports like tax plans, insurance gap summaries, portfolio reviews, etc. Coordinate complex, cross-domain cases — when a client needs advice across multiple areas, make sure it all ties together Shadow advisor workflows , identify repetitive tasks, and work with tech/design teams to make processes faster and smarter Maintain advisor and client context : ensure advisors walk into calls with a full background, and clients receive one cohesive plan Step in when SOPs break down , especially for edge-case clients where planning, tax, and credit need to be stitched together Follow up and close the loop — ensuring outputs go out within 24 hours of calls, and no action item slips through Who we’re looking for 1–3 years of experience in financial services, ideally in ops, client delivery, or planning support Strong writing and structuring skills, you can take 5 messy inputs and turn them into one clean document Familiar with the basics of personal finance, tax filing, mutual funds, insurance terms, loans, etc. Good at breaking down problems into systems, SOPs, or repeatable templates Comfortable handling multiple threads across advisors, clients, and timelines Motivated by client outcomes, not just checkboxes, you care that the plan actually works Open to working occasional weekends or extended hours, especially for US-based clients or tight delivery timelines Based in Jodhpur, Rajasthan This is not a fit if You’re looking for a pure back-office or data-entry role You dislike writing or structuring information You’ve never worked on financial content or have no interest in the personal finance domain You prefer predictable days over multi-threaded work You’re not comfortable working in a high-ownership, fast-paced team that runs on trust You’ll thrive here if you… Love making things run smoothly in the background but also step in when needed Can turn call transcripts and scribbled notes into a clear roadmap Communicate clearly and empathetically, especially in writing Care about both speed and quality See yourself growing into a client-facing or planning-led role in the future Enjoy figuring things out when the path isn’t obvious Brownie points if you… Have a background in taxation or a similar field Have worked with HNIs, NRIs, or complex planning cases in the past Have experience using Notion, Airtable, or similar collaborative tools Can build or suggest simple automations for repetitive work Compensation & logistics Pay: Competitive (based on experience) Location: On-site (Jodhpur) Hours: 11 am – 7 pm IST (with flexibility based on client/advisor schedules) We read every application. No cover letters needed. Just clarity, curiosity, and intent. After applying do send a short note on why this role excites you, along with a sample report or process you’ve helped build or automate, and what impact it had. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person Expected Start Date: 15/07/2025