Customer Experience Associate
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Job Summary
To support a growing customer base, the part-time Customer Experience Associate will provide exceptional support via email, chat, and phone, ensuring a seamless experience for users and Financial Planners while working remotely from the United States.
Key responsibilities
- Provide exceptional email, chat, and phone support to nurture long-lasting relationships with members and planners
- Ensure adherence to Service Level Agreements (SLAs) for response times and customer satisfaction
- Proactively identify trends and issues to enhance the user experience and gather customer feedback for product improvements
Required qualifications
- At least 2-3 years of experience in a support or customer-facing role
- Technical proficiency with SaaS platforms and fintech applications
- Bachelor's degree or equivalent experience in business, finance, or related fields
- Strong verbal and written communication skills
- Passion for helping people and a positive, can-do attitude
Complete Job Description
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