Operations Associate

Job Summary

Operations Associate, responsible for providing empathetic support to members through inbound calls, managing workflows across multiple channels, and ensuring a positive member experience, in a full-time remote position.

Key Responsibilities

• Handle inbound phone calls and deliver solutions-focused support to members
• Develop and execute processes for user services across phone, chat, and email
• Manage daily workflow and prioritize multiple queues to resolve requests efficiently

Required Qualifications

• Interest in personal finance and helping others manage their money
• Prior phone-based customer service experience in a B2C tech or financial services company is a plus
• Ability to manage multiple competing priorities effectively
• Proactive approach to problem-solving and workflow management
• Willingness to take initiative and continuously learn and improve