12 дней назад
Investment Accounts Associate, Help Desk (Fintech)
21 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Accounts Associate, Help Desk (Fintech): Supporting Customer Experience agents by resolving escalated investment-account cases and guiding complex workflows with an accent on policy adherence, documentation, and sound judgment. Focus on coaching agents through ambiguous scenarios, routing cases to licensed or specialized partners, and identifying recurring product and process gaps.
Location: Westlake, TX office; in-person attendance required 5 days per week. Customer support coverage runs 7:00 a.m. to 10:00 p.m. ET, seven days a week, with schedules assigned according to business needs.
Base pay for Zone 2, which includes Westlake, TX: $21.30–$25 USD per hour, plus bonus opportunities and benefits.
Company
Robinhood develops financial products designed to democratize finance for all.
What you will do
- Provide Customer Experience agents with accurate guidance through Help Desk tickets and live phone consultations.
- Guide agents through account activation, login troubleshooting, funding setup, and other complex support workflows.
- Coach agents on policies, approved scripts, case hygiene, documentation, and sound judgment.
- Identify cases requiring escalation to licensed teammates, managers, or other specialized partners.
- Serve as a subject matter expert on evolving tools and workflows.
- Aggregate recurring process pain points and product gaps for leadership.
Requirements
- 1+ year of experience in customer support, operations, contact center work, or another customer-facing environment.
- Strong written and verbal communication skills, empathy, and the ability to de-escalate tense situations.
- Strong judgment when following policies and approved guidance, including knowing when to resolve or escalate.
- Excellent attention to detail with disciplined documentation, process adherence, and data handling.
- Ability to learn products, systems, and workflows quickly while managing multiple priorities.
- High integrity, professionalism, and willingness to collaborate across operations, quality, product, compliance, and support.
Nice to have
- Experience supporting launches, onboarding flows, or new product rollouts.
- Familiarity with case management systems, internal knowledge bases, and chat or voice platforms.
- Pattern recognition skills and experience surfacing issues that improve customer experience at scale.
- Experience handling complex or escalated customer concerns.
Culture & Benefits
- Performance-driven compensation with bonus opportunities, equity ownership, and 401(k) matching.
- Health insurance, with 100% of employee coverage and 90% of dependent coverage paid.
- Lifestyle wallet support for wellness, learning, and other needs.
- Paid time off, company holidays, sick time, parental leave, life and disability insurance, fertility benefits, and mental health benefits.
- Catered meals, events, and comfortable office workspaces.
- Flexible availability is required for evening, weekend, and holiday support coverage.
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