Support clients and their employees in navigating education assistance programs.
Follow documented workflows and maintain detailed case notes to ensure accurate support.
Communicate clearly and empathetically to guide borrowers through complex processes.
PeopleJoy provides managed education benefits software for employers committed to their people and purpose. Their culture emphasizes customer-first, accountability, and continuous improvement, with a diverse team united by a shared drive to help others.
Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Communicate with members via phone and email, providing empathetic support and solutions.
Accurately document interactions and collaborate with the team to share best practices.
Handle a high volume of inbound calls with a solution mindset and people-focused approach.
Achieve is a leading digital personal finance company helping people move from struggling to thriving with personalized financial solutions. We have over 3,000 employees in mostly hybrid and remote roles across the United States, with a culture focused on empathy and inclusion.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Deliver exceptional customer experiences by investigating and resolving complex complaints filed with Bank Partners and Executive Leadership.
Categorize and record all complaints with extreme attention to detail, driving continuous improvement and cross-functional collaboration.
Become a subject matter expert on products, consumer finance policies, and regulatory requirements to improve processes.
Affirm is a financial technology company that provides buy now, pay later services without hidden fees or compounding interest. The company is remote-first with a focus on employee well-being and offers competitive benefits and a strong culture.
Answers a high volume of service calls, chats, and emails regarding eMoney applications.
Provides technical and planning product support to advisors and assists with financial planning scenarios.
Escalates complex issues to tier two teams and maintains high call quality and professionalism.
eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.
Resolve Provider and Consumer inquiries with one-touch resolution across phone, chat, email, and SMS.
Manage high-volume inbound and outbound interactions while maintaining quality and efficiency.
Investigate account activity, de-escalate complex situations, and document interactions accurately.
Cherry is a fintech company offering the simplest, fastest, and most inclusive BNPL solution for medical practices. Founded in 2019, it is a fast-growing startup led by Stanford entrepreneurs with a previous successful exit and backed by top investors including Kleiner Perkins and DCM.
Serve as a trusted advisor to clients post-sale, ensuring measurable value and success.
Collaborate cross-functionally with sales, product, and technical teams to drive client growth.
Track success metrics like adoption, renewals, and churn to improve customer health.
Xsolla is a global commerce company providing tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500+ game developer partners, they are headquartered in Los Angeles and focus on supporting indie to AAA studios.
Develop a thorough understanding of Duolingo products and support resources to provide accurate information.
Handle a high volume of client interactions while maintaining professionalism and a positive approach.
Utilize CRM and internal systems to document and track requests accurately.
Duolingo is an education technology company dedicated to developing the best education in the world and making it universally available. The company helps millions of learners build new skills across languages and other subjects, and seeks a Client Success Associate who communicates clearly and enjoys solving problems.
Foster positive customer relationships through day to day interaction
Respond to high priority voice and email requests
Provide status updates on orders
Clear Capital provides valuation products for the real estate industry, aiming to exceed customer expectations. The company emphasizes a culture of integrity, kindness, and attention to detail, with programs to celebrate tenure and career development.
You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
You will own the client journey end-to-end, solving strategic problems.
You will work with a maker-owner mindset, improving tools based on front-line insights.
Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.
Resolve customer email requests and provide support on agency commission questions.
Assist customers with technical issues and collaborate with Engineering to find long-term solutions.
Support new agency setup and manage offboarding and business relationship changes.
Pie Insurance empowers small businesses by making commercial insurance affordable and easy through technology. The company is a diverse team of builders and entrepreneurs guided by core values.
Serve as primary contact for retail investors, addressing account questions and resolving issues.
Develop strong knowledge of Fundrise products and investment strategies to support investors.
Evaluate AI tools to improve customer experience and drive team efficiency.
Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.
Handle inbound calls and virtual teller sessions to resolve member inquiries about accounts and transactions.
Refer quality loan opportunities based on member needs to enhance engagement.
Maintain knowledge of compliance and operational procedures while supporting team goals.
GTE Financial is a credit union providing financial solutions to members. It is a midsize company recognized as a top workplace, with a culture of growth, community impact, and work-life balance.
Support customers in using the ABA platform to maximize their impact.
Ensure high customer satisfaction and retention through proactive engagement.
Collaborate with cross-functional teams to improve the product experience.
Hi Rasmus delivers behavioral therapy services to children with autism via an ABA platform. They value user feedback and collaborate with experts worldwide to develop effective systems.
Support customer requests by phone, chat, and email as a backup when queues are full.
Review accounts for fraud, chargebacks, and FCRA violations, serving as first level escalation.
Prepare reporting, approve refunds, and handle competing priorities to meet business needs.
PeopleFinders.com is an online service for locating, contacting, and verifying people and businesses, owning a vast network of public records data. The company has become one of the largest owners of public records data in the country over the past few decades.
Engage with members via phone, email, and live chat to answer questions and provide excellent service.
Assist participants in qualifying for and selecting the right health or wellness programs.
Resolve inquiries, disputes, and escalations with professionalism and empathy.
Solera Health transforms lives through innovative, connected healthcare solutions by connecting people with programs to improve well-being and prevent chronic disease. We are a fast-growing company that values teamwork, integrity, and opportunity.
Provide outstanding customer support via email and phone, resolving issues and ensuring a seamless experience.
Monitor live trips, address disruptions, and coordinate alternative solutions for drivers and customers.
Maintain detailed records, escalate critical issues, and collaborate with internal teams to improve operations.
CharterUP is an AI-native platform transforming the $450+ billion group transportation and mobility market. It is a hyper-growth, remote-first company trusted by Fortune 500 companies and recognized as one of the fastest-growing companies by Inc.
Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
Document and improve operational processes, creating templates and playbooks to support the Account Management team.
Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.
Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.