About the Role
You will be the voice for users guiding them through complex financial topics and platform tools. You will help customers across chat email and phone with empathy and clarity. You will learn the products and a range of financial concepts to grow your expertise. You will resolve inquiries by using independent thought and judgement to find the best solutions in a fast paced environment.
Requirements
- Passion for supporting customers across chat email and phone channels and ability to defuse anxiety with exceptional service skills
- Excellent written and verbal communication skills with ability to explain complex topics clearly
- Adaptability to customer experience delivery across phone and written channels
- Comfortable in a fast paced environment and open to coaching and feedback to develop skills
- Ability to exercise independent thought and prioritize tasks in a multi task environment
- Experience in customer support is preferred and a Bachelor's degree or prior experience in financial services is a plus
- Ability to work the required 24x7 shift
Responsibilities
- Provide an exceptional experience for customers through chat email and phone channels helping them navigate financial topics and platform tools
- Drive continuous improvement by identifying and communicating improved ways to serve users based on real time feedback and interaction trends
- Grow financial services expertise by developing deep proficiency in products and a range of financial concepts
- Resolve customer inquiries by exercising independent thought and judgement to find the best solutions in a fast paced environment
Benefits
- Challenging high impact work to grow your career
- Performance driven compensation with multipliers for outsized impact bonus programs equity ownership and 401k matching
- Best in class benefits including 100% paid health insurance for employees with 90% coverage for dependents
- Lifestyle wallet a flexible benefits spending account for wellness learning and more
- Employer paid life and disability insurance fertility benefits and mental health benefits
- Time off to recharge including company holidays paid time off sick time parental leave and more
- Exceptional office experience with catered meals events and comfortable workspaces