Client Service Associate

RhoSalt Lake City, UT
22h$58,000 - $65,000Onsite

About The Position

As a Client Service Representative on the Client Service Team, you will support our clients (entrepreneurs and their finance teams) by providing effective and timely assistance over live chat, phone, and email. You will handle inquiries ranging from basic technical issues (such as password reset) to complex service questions (such as guidance with their ERP integration or setting up an expense management policy on the platform). This role requires working late evening hours independently, making self-motivation and good judgment essential as you'll be working without immediate backup. This position offers an opportunity to contribute to client satisfaction while developing skills in customer service at a growing company.

Requirements

  • 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.
  • Candidates must be able to work independently during these hours with minimal supervision and demonstrate reliable attendance, as you will be the primary point of contact for clients during these times.

Nice To Haves

  • Bachelor's degree preferred.

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.
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