Client Service Associate

The role

You will support entrepreneurs and finance teams by providing assistance over live chat, phone, email, and text. You will handle technical issues and complex service questions regarding ERP integrations or expense management policies.

What you will do

• Address and resolve client issues via chat, phone, email, and text
• Document common client issues and resolutions
• Gather client feedback to help identify service improvements
• Document and communicate ongoing issues to teammates and leadership
• Follow established protocols and procedures for client service delivery

Required qualifications

• 2+ years of experience in customer service
• Strong communication skills
• Self-motivated with good judgment and sound decision-making
• Basic understanding of finance concepts: banking, credit cards, and accounting principles
• Comfortable working in a fast-paced environment and adapting to changing priorities

Nice to have

• financial services experience
• startup experience

Benefits

• equity
• healthcare benefits
• paid time off

About the company

Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can open accounts, issue cards, manage expenses, pay bills, and close the books on one connected platform.