Operations Associate

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

📋 Description

• Manage incoming chat and email inquiries from members

• Create, maintain, and implement processes that deliver essential services through chat and email channels

• Prioritize various queues and oversee daily operations for swift and efficient resolutions

• Address unique situations and enhance workflows for new or atypical issues

• Ensure a positive experience for members by employing active listening, de-escalation techniques, and effective follow-up

• Clearly and confidently communicate intricate financial topics in writing

⛳️ Requirements

• Enthusiasm for personal finance and a passion for aiding others in managing their finances

• Exceptional written communication skills

• Strong empathy and de-escalation abilities

• Effective communication across real-time chat, email follow-ups, and internal documentation

• Proactive approach to problem-solving

• Capability to juggle multiple competing priorities while managing chat and email queues

• Eagerness to take initiative, learn, and pursue continuous improvement

• Previous experience in chat and/or email-based customer service, particularly in B2C technology or financial services, is advantageous

🏝️ Benefits

• Health, Dental & Vision Plans

• Life Insurance

• Long/Short Term Disability

• Competitive Pay

• 401k Matching

• Team Member Stock Purchasing Program (TMSPP)

• Learning & Development Opportunities

• Tuition Reimbursement

• Unlimited PTO

• Daily Lunch, Snacks & Coffee (in-office only)

• Commuter benefits (in-office only)

• Structured, hands-on training period with clear milestones, regular progress check-ins, and direct feedback