обновлено 22 часа назад
Operations Associate (Personal Finance)
20 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Associate (Personal Finance): Supporting members through chat and email while developing workflows that deliver financial services with an accent on empathetic communication, queue management, and clear explanations of complex financial topics. Focus on resolving uncommon member issues, de-escalating difficult interactions, and improving processes for efficient request handling.
Location: Remote within Pacific Time Zone; schedule is Tuesday–Saturday, 9:00am–5:30pm PT.
Salary: $20–$22 per hour, plus bonus and benefits.
Company
provides personal finance services that help members better understand their finances and save time and money.
What you will do
- Handle inbound member inquiries through chat and email with clear, empathetic, solutions-focused support.
- Develop, maintain, and execute processes supporting key services across chat and email channels.
- Prioritize multiple queues and manage daily workflows to resolve requests efficiently.
- Resolve unique or uncommon situations and improve workflows for emerging issues.
- Listen actively, de-escalate difficult interactions, follow up on open issues, and explain complex financial topics clearly in writing.
Requirements
- Interest in personal finance and helping others manage their money successfully.
- Excellent written communication across chat, email follow-ups, and internal notes.
- Ability to remain calm under pressure and de-escalate frustrated member interactions.
- Proactive problem-solving skills and the ability to identify issues and potential resolutions in real time.
- Ability to balance competing priorities and manage chat and email queues efficiently.
- Availability to work Tuesday–Saturday, 9:00am–5:30pm Pacific Time.
Nice to have
- Prior chat- or email-based customer service experience in a B2C technology or financial services company.
Culture & Benefits
- Health, dental, and vision plans, plus life insurance and long- and short-term disability coverage.
- 401(k) matching and a team member stock purchasing program.
- Tuition reimbursement and learning and development opportunities.
- Unlimited paid time off and competitive pay.
- Structured, hands-on training with milestones, progress check-ins, and direct feedback.
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