Customer Experience Associate (Unlicensed)

📋 Description

• Provide exceptional customer experience via chat, email, and phone.
• Help users navigate financial topics and platform tools.
• Drive continuous improvement via real-time feedback and interaction trends.
• Grow financial services expertise and product knowledge.
• Resolve inquiries with independent judgment in a fast-paced setting.

🎯 Requirements

• Passion for helping customers across channels; defuse anxiety with empathy.
• Excellent written and verbal communication; explain complex topics clearly.
• Adaptive to evolving delivery; coaching and feedback to improve skills.
• Comfortable with a fast-paced environment; eager to learn.
• Ability to prioritize tasks in a multi-task setting; handle new challenges.
• Customer support experience preferred; bachelor’s degree or financial services a plus.

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with bonuses, equity, and 401(k) matching.
• 100% paid health insurance for employees, 90% coverage for dependents.
• Lifestyle wallet for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including holidays, PTO, sick time, parental leave, and more.