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 Onboarding Associate, you will provide exceptional, personalized customer service and will be the first point of contact for all inquiries, issues, and product requests related to creating an account. When customers have problems, you’ll investigate and dig deep to communicate potential solutions.

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 re. onboarding, and operations via phone and email
• Troubleshoot technical and onboarding issues
• Lead approval process for accounts and Stash usage
• Position yourself as a Stash brand ambassador by being helpful, supportive, and kind and provide value to customers
• Identify trends and patterns in onboarding; escalating issues as they arise.
• Suggest product improvements to help us acquire and retain customers
• Monitor and serve as primary escalation point for all onboarding activities
• Meet production goals and SLAs around decisioning as defined by the CX Team
• Other CX responsibilities as required
• Work 10-30 hours a week based on CX needs.

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