Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.

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:

• Position yourself as a Stash ambassador by being helpful, supportive, empathetic and kind 
• Tackle tough customer issues working closely with internal teams to get resolution and always close the loop 
• Advocate for customers across the Stash organization
• Investigate technical issues and provide product feedback 
• Support Corporate Escalations owning the customer relationship 
• Identify trends and patterns in customer problems 
• Suggest product improvements to help us acquire and retain customers

What we're looking for:

• At least 2 years of experience in a customer service role
• Bachelor's Degree
• An interest and/or experience in financial services, brokerage 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
• Experience with Zendesk a plus

At Stash it is our mission to help everyday Americans invest and build wealth. That includes people of all races, genders, and abilities, so it is important to us to acknowledge and address the issues of inequality in financial services head on. 

Diversity and inclusion are essential to living our values, promoting innovation, and building the best products. Our success is directly related to our employees and we believe that our team should reflect the diversity of the customers that we serve. As an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.

If you require any reasonable accommodations to make your application process more accessible please reach out to [email protected]. 

Invest in Yourself: 

• Equity & Stash Accounts [Invest, Retire, Custodial, Bank]                     
• Flexible PTO 
• Learning & Development Fund 
• Work from Home Space Stipends
• Parental Leave [Primary & Secondary]

Recognition:

• BuiltIn’s Best Places to Work (2019, 2020, 2021) 
• Forbes Fintech 50 (2019, 2020, 2021)
• Best Digital Bank, Finovate Awards (2020)
• Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
• LendIt Fintech Innovator of the Year (2019 & 2020)

**No recruiters, please**