Client Service Associate jobs in United States
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Rho · 2 hours ago

Client Service Associate

positionSalt Lake City, UT
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$58K/yr - $70K/yr
date2+ years exp

Rho is a modern banking platform designed for startups, aiming to streamline financial operations for entrepreneurs. The Client Service Associate will support clients by addressing inquiries and resolving issues through various communication channels while working independently during late evening hours.

FinTech

Responsibilities

Customer issue resolution: Address and resolve standard customer issues via chat, phone, and email during late evening shifts. Apply good judgment when handling cases independently
Service documentation: Document common client issues and resolutions to help build the knowledge base for the team
Feedback collection: Gather client feedback to help identify potential service improvements
Team communication: Effectively document and communicate ongoing issues to the day team for follow-up when needed
Process adherence: Follow established protocols and procedures for client service delivery

Qualification

Customer service experienceFinancial services knowledgeJudgment skillsCommunication skillsBasic finance conceptsSelf-motivatedWork independentlyAdaptability

Required

2+ years of experience in customer service, specific financial services or startup exposure preferred
Self-motivated with the ability to work independently during late evening hours with minimal supervision
Good judgment and decision-making skills when handling cases solo
Strong communication skills with the ability to explain complex concepts clearly to clients
Basic understanding of finance concepts: banking, credit cards, and accounting principles
Comfortable working in a fast-paced environment and adapting to changing priorities

Preferred

Bachelor's degree preferred

Company

Rho

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Glassdoor3.1
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Rho is the all-in-one financial platform organizations rely on to manage spend and cash with greater efficiency, control, and visibility.
dateFounded in 2018
location
New York, New York, USA
people-size201-500 employees
web-link
https://rho.co

Funding

Current Stage
Growth Stage
Total Funding
$194.9M
Key Investors
Community Investment ManagementM13Inspired Capital Partners
2023-08-14Series B
2021-12-09Series B· $75M
2021-04-29Debt Financing· $100M

Leadership Team

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Everett Cook
CEO & Cofounder
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Alex Wheldon
Co-Founder
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