Client Service Associate

📋 Description

• Resolve client issues via chat, phone, email, and text.
• Document common issues and resolutions for the knowledge base.
• Gather client feedback to drive service improvements.
• Communicate ongoing issues to teammates and leadership.
• Follow established protocols for client service delivery.

🎯 Requirements

• 2+ years in customer service; fintech/startup experience preferred.
• Strong communication, able to explain complex concepts clearly.
• Self-motivated with sound judgment for shifts with lower on-site coverage.
• Basic understanding of finance concepts: banking, cards, accounting.
• Comfortable in a fast-paced environment and shifting priorities.

🎁 Benefits

• Equity.
• Healthcare benefits.
• Paid time off.
• Parking included.