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About the role
Key responsibilities & impact- Provide support through phone, email, case management systems, chat, and other communication channels
- Own customer inquiries and service cases from intake through resolution
- Research issues, identify solutions, and collaborate with business partners and subject matter experts
- Process operational requests accurately and efficiently while balancing service, quality, timeliness, and risk management
- Review requests and documentation for completeness, accuracy, and compliance
- Translate complex information into clear, actionable guidance
- Proactively manage expectations through progress updates and realistic timelines
- Identify opportunities to improve processes, reduce customer effort, and enhance operational efficiency and service quality
- Share knowledge, support change initiatives, and strengthen team performance
Requirements
What you’ll need- 3+ years of experience in financial services, customer service, operations, service delivery, case management, or a related field
- Strong ability to manage work accurately while delivering excellent customer service
- Excellent verbal, phone, and written communication skills
- Demonstrated organizational, relationship-building, and problem-solving abilities
- Ability to successfully manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office and other business technology platforms
- Ability to quickly learn new systems, processes, policies, and business functions
Benefits
Comp & perks- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
- Work/life balance