JOB TYPE: Temp to Hire
LOCATION: New York, NY
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)
EOE/M/F/D/V/SO