Operations Associate

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🕒 Maio 15

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Rocket Money (formerly Truebill)

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Rocket Money é um aplicativo abrangente de gestão de finanças pessoais, projetado para ajudar os usuários a economizar mais, gastar menos e ter controle sobre suas vidas financeiras. O aplicativo oferece recursos como gerenciamento de assinaturas, insights de gastos, negociação de contas, acompanhamento de patrimônio líquido, elaboração de orçamentos e monitoramento de pontuação de crédito. Com seus serviços automatizados, o Rocket Money visa simplificar a gestão financeira, encontrando e rastreando assinaturas, ajudando a negociar contas mais baixas e automatizando processos de economia. Os usuários podem vincular todas as suas contas financeiras em um único lugar para obter uma visão financeira completa e definir metas financeiras. O aplicativo também fornece acesso a especialistas financeiros que podem ajudar com dúvidas sobre finanças pessoais.

Descrição

• Handle inbound phone calls with members, delivering clear, empathetic, and solutions-focused support • Develop, maintain and execute processes that provide key services to users across phone, chat, and email channels • Prioritize multiple queues and manage daily workflow to ensure requests are resolved quickly and efficiently • Resolve unique situations and improve workflows to account for new or uncommon issues • Ensure a positive member experience by actively listening, de-escalating when needed, and following up on open issues • Communicate complex financial topics clearly and confidently over the phone

🎯 Requisitos

• You have an interest in personal finance and a desire to see others succeed in managing their money. • Excellent verbal communication - You speak clearly, listen actively, and put members at ease over the phone. • Empathy & De-escalation - You stay calm under pressure and know how to turn a frustrated caller into a satisfied member. • Great Written Communication - Your writing is also strong for follow-up notes and cross-channel support. • Proactive Problem Solving - you're able to identify possible issues and potential resolutions in real time, without putting members on hold unnecessarily. • Workflow Management - You know how to efficiently balance multiple competing priorities, including managing call queues alongside other channels. • Taking Initiative - You're willing to jump in and help wherever help is needed. You love to learn and are constantly looking to improve. • Prior phone-based customer service experience in a B2C tech or financial services company is a plus!

🏖️ Benefícios

• Health, Dental & Vision Plans • Life Insurance • Long/Short Term Disability • Competitive Pay • 401k Matching • Team Member Stock Purchasing Program (TMSPP) • Learning & Development Opportunities • Tuition Reimbursement • Unlimited PTO • Daily Lunch, Snacks & Coffee (in-office only) • Commuter benefits (in-office only)