Client Service Associate

Salt Lake City, UTOnsiteFull Time$58,000–$70,000 /yrPosted 3 days agoVisa sponsorship available

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Required skills

customer service
finance concepts
banking
credit cards
accounting principles
decision-making

Nice to have

financial services
startup experience
ERP integration
expense management policy

Role summary

Rho, a modern banking platform for startups, is seeking a Client Service Associate for its full-time, onsite evening shift role in Salt Lake City. The associate will support clients by resolving inquiries via chat, phone, email, and text, ranging from technical issues to complex service questions. Responsibilities include issue resolution, documenting solutions, gathering feedback, and communicating with the team. The role requires 2+ years of customer service experience, strong communication skills, basic finance knowledge, and comfort in a fast-paced startup environment. Preferred experience includes financial services or startup background, ERP integrations, and expense management.

About Us

Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support.

About the Role

As a Client Service Associate on the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle inquiries ranging from basic technical issues, such as password resets, to complex service questions, such as guidance on ERP integrations or setting up an expense management policy on the platform. This role is based full-time in our Salt Lake City office and offers the opportunity to build strong customer service and finance operations skills at a growing company.

Responsibilities

Customer issue resolution: Address and resolve client issues via chat, phone, email, and text, applying good judgment and Rho's service standards in every interaction.
Service documentation: Document common client issues and resolutions to help build the team's knowledge base.
Feedback collection: Gather client feedback to help identify service improvements.
Team communication: Document and communicate ongoing issues to teammates and leadership for follow-up when needed.
Process adherence: Follow established protocols and procedures for client service delivery.

Qualifications

2+ years of experience in customer service; financial services or startup experience preferred.
Strong communication skills, with the ability to explain complex concepts clearly to clients.
Self-motivated with good judgment and sound decision-making, particularly during shifts with lighter on-site coverage.
Basic understanding of finance concepts: banking, credit cards, and accounting principles.
Comfortable working in a fast-paced environment and adapting to changing priorities.

Schedule

This role is in-office at our Salt Lake City office in the Gateway (parking included), five days per week. Two shift schedules are available:

Tuesday–Saturday, 3:00 PM–12:00 AM MST
Sunday–Thursday, 3:00 PM–12:00 AM MST

Applicants can select their preferred shift, or indicate they are open to both, in the application.

Our people are our most valuable asset. The salary range for this role is $58,000 - $70,000. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.

Ready to apply?

You'll be redirected to Rhode Island Primary Care Physicians Corporation's application page.