Customer Experience Associate, Trump Accounts 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
- 1Empower Customer Experience agents by providing timely, empathetic, and accurate guidance via Help Desk tickets and live phone consultations
- 2Guide Customer Experience agents through complex support workflows, including account activation, login troubleshooting, and funding setup, using approved internal resources
- 3Support Customer Experience agents in adhering to documented policies and scripts to ensure a consistent, high-quality experience for the end customer
- 4Assist Customer Experience agents in identifying issues that require specialized escalation to licensed teammates or managers, providing clear instructions for routing
- 5Review and coach agents on case hygiene to ensure internal documentation is accurate and supports seamless team follow-up
- 6Coach Customer Experience agents on using sound judgment to avoid speculation and stay within the boundaries of approved support guidance when responding to broader customer inquiries
- 7Aggregate feedback from Customer Experience agent interactions to highlight recurring process pain points and product gaps to leadership
- 8Serve as a subject matter expert for Customer Experience agents on evolving tools and workflows to ensure they remain proficient as the product changes
- 9Maintain flexible availability to ensure consistent internal support coverage for Customer Experience agents during evenings, weekends, and holidays
Requirements
- 1+ year of experience in customer support, operations, contact center work, or another customer-facing environment
- Strong written and verbal communication skills, with the ability to explain information clearly and calmly
- Demonstrated customer empathy and the ability to de-escalate tense situations while staying accurate and composed
- Strong judgment when following policies and approved guidance, including knowing when to resolve independently versus escalate
- Excellent attention to detail and discipline around documentation, process adherence, and data handling
- Ability to learn new products, systems, and workflows quickly in a fast-moving environment
- Comfort managing multiple priorities at once while maintaining responsiveness and quality
- A collaborative mindset and willingness to partner across operations, quality, product, compliance, and support teams as needed
- High integrity and professionalism in a role supporting a sensitive, high-visibility line of business
- This position is restricted to US citizens or lawful permanent residents due to legal requirements.
Perks & Benefits
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