Operations Associate

Job Summary

Working remotely within the Pacific Time Zone, the part-time Operations Associate will handle inbound chat and email inquiries from members, ensuring clear and empathetic support while managing multiple workflows and improving processes.

Key responsibilities

• Handle inbound chat and email inquiries, delivering solutions-focused support to members
• Develop and execute processes to provide key services across chat and email channels
• Manage daily workflow and prioritize multiple queues to resolve requests efficiently

Required qualifications

• Prior chat and/or email-based customer service experience in a B2C tech or financial services company
• Strong interest in personal finance and helping others manage their money
• Ability to communicate complex financial topics clearly in writing
• Experience in workflow management and balancing competing priorities
• Proactive problem-solving skills with a focus on member satisfaction