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Client Operations Associate II - West Coast

Posted 13 days agoViewed

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💎 Seniority level: Middle, 4+ years

📍 Location: US, PST

💸 Salary: 75000.0 - 85000.0 USD per year

🔍 Industry: Fintech

🏢 Company: River👥 51-100💰 Series B 9 months agoAutomotiveElectric VehicleManufacturing

🗣️ Languages: English

⏳ Experience: 4+ years

🪄 Skills: SQLData AnalysisREST APICustomer serviceAccount ManagementClient relationship managementData entryRisk ManagementCRMFinancial analysisCustomer Success

Requirements:
  • 4+ years of experience in client operations, customer success, or a related field, preferably in fintech, financial services, or a fast-paced startup environment.
  • Excellent analytical and critical thinking abilities, with a data-driven approach to decision-making.
  • Great communication skills, both written and verbal, conversationalist, ability to explain things simply
  • Highly adaptable, excellent time management and able to prioritize daily tasks
Responsibilities:
  • Case manage client questions and feedback regarding our products and services
  • Support client base through the onboarding process, ensuring a seamless experience
  • Analyze client activity and inquiries to identify trends, proactively addressing common challenges and opportunities
  • Provide exceptional service to our clients and identify opportunities to go above and beyond
  • Collaborate with Relationship Management, Financial Operations, Risk Management, Engineering, and Institutional teams to support business needs
  • Identify and implement opportunities to use automation to scale processes and improve the client experience
  • Be the voice of the client and provide input to product specifications based on client feedback
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