Client Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage directly with clients to address inquiries and gather feedback regarding products and services.

• Evaluate and recognize patterns in client interactions and questions.

• Discover and create operational efficiencies to enhance business scalability and processes.

• Optimize business rules, automation, and communication strategies within Client Operations.

• Serve as a conduit between clients and the Relationship Management, Engineering, Financial Operations, Risk Management, and Client Services teams to fulfill business requirements, enhance the product, and improve the client experience.

⛳️ Requirements

• Enthusiasm and capability to thrive in a dynamic fintech startup setting.

• Self-motivated with a strong sense of agency.

• Proven ability to collaborate effectively and solve problems.

• Experience in customer-facing roles is preferred.

• Excellent communication and conversational skills.

• Highly flexible; capable of adapting focus quickly and managing multiple tasks simultaneously.

• Skill in identifying trends through data analysis and making informed decisions.

• Experience with Excel/Google Sheets, SQL, and product management is advantageous but not mandatory.

• Preference for candidates holding a degree in Communication, Business Finance, Business Operations, Business Marketing, or Information Systems.

• Must reside on the West Coast and be available to work in Pacific Time (PST).

• Authorization to work in the United States is required.

🏝️ Benefits

• Competitive salary and equity opportunities.

• Unlimited paid time off (PTO).

• Comprehensive medical, dental, and vision insurance coverage.

• 401k retirement plan.

• Fully remote work option available, restricted to West Coast residents (PST).