Provide customer support primarily through live chat and email, handling account access, servicing, identity verification, and transactions.
Identify recurring customer friction and collaborate with Product, Engineering, and Operations teams to improve macros, workflows, and help content.
Prioritize work based on customer impact, urgency, and service-level expectations while maintaining empathy and clarity.
Fabric by Gerber Life builds financial products designed to make planning for the future simpler and more accessible for families. The company operates as a financial services and mobile app platform, fostering a culture of clarity, confidence, and care.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Advise employees of clients on financial wellbeing, insurance, and pension topics.
Handle customer inquiries via phone, email, and digital channels with excellent service.
Independently process customer requests from consultation to implementation.
ValueNet is the leading provider of employee benefits in the German market. With over 22 years of experience and a team of 240 experts, they set standards in the industry.
Facilitates onboarding of new and existing members through digital channels, opening accounts and conducting proactive outreach.
Identifies lending and cross-selling opportunities to support members' financial goals through digital tools.
Provides account maintenance and service support via digital channels for members unable to visit branches.
Peak Credit Union is a financial institution providing banking and lending services to its members. The company focuses on digital member onboarding and support, with a culture that values community and customer service.
Provide remarkable service by answering inbound calls and emails from clients, agents, and brokers.
Process administrative tasks including account maintenance, data entry, and interdepartmental coordination.
Communicate with Treasury to resolve credit card disputes, refunds, and perform daily payment reporting.
HealthEquity empowers healthcare consumers by providing HSAs and consumer-directed benefits. The company fosters an inclusive culture and is committed to saving and improving lives.
Manage end-to-end customer onboarding projects for Eltropy's AI-powered communication platform.
Configure SaaS and AI solutions, perform technical troubleshooting, and implement integrations with core banking systems.
Create and deliver customer training using AI-generated video, virtual sessions, and in-app guidance tools like WalkMe.
Eltropy provides a digital communications platform that enables community financial institutions to engage securely and compliantly with consumers. It is a fast-growing, mission-driven fintech company that values customers as their north star and fosters a team-of-owners culture.