Customer Experience Associate, Resolutions Desk
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About This RoleAI processing…
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
Key Responsibilities
- 1Serve as a real-time point of contact for CX agents across chat, email, and phone, answering questions according to well-defined policies, procedures, and escalation playbooks
- 2Handle escalations as part of your regular workload from day one, resolving straightforward cases and building fluency for more complex ones over time
- 3Apply a teaching-vs-telling approach so agents walk away better equipped to handle similar questions independently next time
- 4Recognize when a situation calls for a supervisor and route it promptly
- 5Issue goodwill credits and refunds within your authorized limits, escalating anything beyond that to your manager
- 6Log and track your interactions accurately to support clear case history and smooth handoffs
- 7Flag recurring agent questions or process gaps to your manager to help surface patterns worth addressing
Requirements
- Experience in a customer-facing role, with a track record of strong performance — this is an entry point onto the Resolutions Desk, so prior escalation experience isn't required
- Excellent written and verbal communication skills, with the ability to explain concepts clearly to both agents and customers
- Comfortable applying documented policies and procedures on live escalations, with the judgment to know when to bring in a supervisor
- Ability to quickly defuse anxiety and de-escalate tense situations through empathetic, confident communication
- Strong organizational skills and attention to detail when following playbooks and logging case information
- High empathy paired with a teach-vs-tell communication style
Perks & Benefits
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