Operations Associate (Fintech)

TL;DR

Operations Associate (Fintech): Providing operational support to savers and sponsors by processing inbound documentation and inquiries with an accent on customer satisfaction and policy compliance. Focus on solving complex account issues, coordinating with product teams, and ensuring data security.

Location: Hybrid; Must maintain an in-office presence of a minimum of four days per week in King of Prussia, PA

Salary: $60,000 – $70,000 base

Company

A financial technology company powering the new savings economy across retirement, education, and healthcare.

What you will do

• Process inbound account documentation and written inquiries in accordance with company and state policies.
• Provide high-quality customer support via email and chat, ensuring timely and empathetic responses.
• Troubleshoot problems and provide effective solutions for savers and sponsors.
• Collaborate with management and product teams to provide feedback for process improvements.
• Ensure the protection and proper handling of all confidential data.
• Participate in projects aimed at increasing and enhancing client engagement.

Requirements

• College degree and/or equivalent customer service experience.
• Experience with operational tools such as Jira, Zendesk, Asana, Excel, and Google Workspace.
• Must be based in or be able to maintain an in-office presence in King of Prussia, PA (minimum 4 days/week).
• Excellent attention to detail and proficiency with basic calculations.
• Ability to communicate professionally and effectively across all organizational levels.

Nice to have

• Prior experience in operations.
• Bilingual proficiency in Spanish.

Culture & Benefits

• Hybrid office policy with modern, comfortable workspaces.
• Competitive health coverage and generous vacation offering.
• 401(k) plan.
• Dedicated Employee Wellbeing Committee focusing on health and wellness.

Hiring process

• Initial 1-2 introductory conversations about experience and interests.
• Skill or experience screen (detailed experience call).
• Virtual or in-person interview panel.
• Final reference check with a former supervisor and peer.