Customer Experience Associate

| Greater NYC Area | Hybrid
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Stash is investing, simplified. We are an investing platform that makes it easy for anyone to start with as little as $5. Through empowering our users with education and guidance, we help investors learn the basics so they can do it themselves. At Stash, we are working toward a future where investors are as diverse as our world.

At Stash, helping customers is our top priority and we’re looking for a driven, articulate, problem-solver to join our dynamic Investor Experience (that's what we call Customer Service) team. As an Investor Experience Associate, you will provide exceptional, personalized customer service and will be the first point of contact for all inquiries, issues, and product requests. When customers have problems, you’ll investigate and dig deep to communicate potential solutions, identifying trends or patterns and leveraging technology to address pain points.

As the first point of contact with Stash, you’ll be in a unique position to improve our customer’s experience by sharing customer and product insights with our product, marketing, and tech teams. If are passionate about technology and problem solving, then this could be the role for you!

What you'll do:

  • Act as the point person for all customer inquiries via phone and email
  • Troubleshoot technical and onboarding issues
  • Approve accounts and app usage
  • Position yourself as a Stash brand ambassador by being helpful, supportive, and kind
  • Identify trends and patterns in customer problems
  • Suggest product improvements to help us acquire and retain customers

What we're looking for:

  • At least 4 years of experience in a customer service role
  • An interest and/or experience in financial services
  • Great communication skills, both written and verbal
  • A passion for solving problems
  • A friendly demeanor and a solutions-oriented approach
  • Empathy and the belief that the customer always comes first
  • The desire to educate and help users
  • An eye for detail, strong organizational skills and the ability to work independently and under pressure
  • Bachelor's Degree

**No recruiters, please

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Location

We offer employees the choice and flexibility to work where you want from anywhere in the US or UK. We offer stipends to make home offices productive and for those who don't live near our NYC and London offices, to secure space when they want it.

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