Partner Support Associate | DriveWealth | Remote (United States)

Partner Support Associate | DriveWealth | Remote (United States)

Remote US
Application ends: September 12, 2024
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Job Description

About the role

As a Partner Support Associate, you will help us provide unparalleled support to our partners and clients to ensure any feedback is shared to the appropriate parties internally. You will serve on the front lines of DriveWealth and act as a brand ambassador representing our company and our partners. As a member of the Partner Support team, you will be expected to continuously find ways to optimize and improve the team’s performance.

A successful candidate has exceptional communication skills, empathy, and intuition. They are energized by assisting and delighting clients. The Partner Support team works closely with operations, technology, and compliance to support a rapidly growing and evolving business. 

What You’ll Do

  • Serve as a brand ambassador for DriveWealth and as the voice of the client to the company
  • Proactively respond to client inquiries via omni-channel support (ServiceNow tickets, email, chat, etc.)
  • Support client transactions such as withdrawals, deposits, and onboarding
  • Coordinate with multiple departments, such as operations, technology, and compliance, to troubleshoot and resolve client issues
  • Develop industry and product expertise to support clients efficiently
  • Serve as a subject matter expert within the team and drive continuous improvement within this sphere
  • Continuously find ways to improve the client experience
  • Identify opportunities for growth, efficiency, and quality control within the team

What You’ll Need

  • 3+ years of experience in a client-facing role in financial services
  • Exceptional communicator across multiple channels, including email, phone, and chat
  • Tenacious problem-solver with solid follow-through and a sense of ownership
  • Unwavering dedication to working collaboratively to evolve and optimize our clients’ experience with DriveWealth
  • Series 7 preferred

Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time.