Customer Success Support Associate I
Core
Frontline support for a fintech retirement savings platform, handling inbound inquiries via phone, chat, and email to help small and medium-sized businesses' employees maximize retirement savings.
Role type
Customer Support Associate
Builds
Retirement savings platform for small and medium-sized businesses
Domain
Fintech / Retirement Planning
Deliverable
client delivery
Required skills
Customer support experience, problem-solving, cross-functional collaboration, documentation, multitasking, phone/chat/email communication, attention to detail
Responsibilities
Manage inbound customer inquiries via phone, live chat, and email; Identify root causes of customer needs to resolve issues in one touchpoint; Document thorough notes on every case; Work cross-functionally with internal and external partners; Manage follow-ups with customers; Adhere to workforce management schedule
Seniority
Entry-level to Junior