Customer Service & Operations Associate

JOB FUNCTION: Customer Experience
JOB TYPE: Temp to Hire
LOCATION: New York, NY
COMPENSATION: $25/hr
REMOTE / ONSITE: Remote
POSTED: Mar 21, 2024

Our client in the fintech industry is seeking a detail-oriented and hardworking Customer Service & Operations Associate candidate to join their Customer Service team!

Salary/Hourly Rate:

$25/hr

Position Overview:

The Customer Service & Operations Associate will be assisting clients via phone, email, and chat. At least 4 years of experience in a Customer Service role or financial field is required. The Customer Service & Operations Associate must also have strong communication and problem-solving skills while having the mentality to go above and beyond to provide exceptional service to their clients. In this role, the Customer Service & Operations Associate should be mission-driven and express interest in the fintech industry. There is an opportunity for permanent placement and growth within the Customer Service team. Experience with Zendesk is a plus!

Responsibilities of the Customer Service & Operations Associate:

  • Guide customers through a smooth rollover experience
  • Resolve queries via chat, emails, and phone calls
  • Excel as an expert on 401ks, rollovers, and IRAs
  • Communicate with financial institutions and employers on behalf of customers
  • Contribute to the internal knowledge base and external FAQs
  • Share customer feedback with other team members

Qualifications for the Customer Service & Operations Associate:

  • Minimum of 4+ years of relevant experience in a customer service or client-facing role
  • Experience in the financial industry, with FINRA licenses (e.g. Series 6, 7) is preferred
  • Passion for assisting people to achieve their financial goals
  • Familiarity with customer service best practices and tools
  • Ability to work flexible hours if necessary
  • Experience at a startup or similar fast-paced organization is an added advantage

Education Requirements:

  • None required

Benefits:

  • Atrium Care Package available, upon eligibility. (including healthcare plans, discount programs, and paid time off)
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO
Position ID: 139313