Operations Associate

Job Summary

Working remotely in the Eastern Time Zone, the full-time hourly Operations Associate will handle inbound chat and email inquiries, develop and execute processes for user support, and manage daily workflow to ensure efficient resolution of member requests.

Key responsibilities

• Handle inbound chat and email inquiries, providing clear and empathetic support to members
• Develop and maintain processes that enhance service delivery across chat and email channels
• Prioritize multiple queues and manage workflow to resolve requests quickly and efficiently

Required qualifications

• Prior chat and/or email-based customer service experience in a B2C tech or financial services company
• Strong written communication skills with the ability to convey complex financial topics clearly
• Ability to manage multiple competing priorities effectively
• Proactive problem-solving skills to identify and resolve issues in real time
• Interest in personal finance and a desire to help others manage their money