Client Service Associate

Under Technologies, Inc.; Salt Lake City (UT); Hybrid; USD 58,000 - 70,000; Full time

Benefits offered by this job

Equity

Healthcare benefits

Paid time off

Job summary

Rho is seeking a Client Service Associate to support entrepreneurs and their finance teams via live chat, phone, email, and text. Based full-time in our Salt Lake City office, you will help with password resets, ERP guidance, and policy setup, building strong customer service and finance operations skills.

The role requires 2+ years in customer service, clear communication, and the ability to adapt to a fast-paced environment. Salary ranges from $58,000 to $70,000 with equity and benefits.

Qualifications

• 2+ years of experience in customer service.
• Experience in financial services or startups preferred.
• Strong communication skills to explain complex concepts.
• Self-motivated with good judgment and decision-making.
• Able to adapt in a fast-paced environment.

Responsibilities

• Resolve client issues via chat, phone, email, and text with good judgment.
• Document common issues and resolutions for the knowledge base.
• Gather client feedback to identify service improvements.
• Communicate ongoing issues to teammates and leadership.
• Follow established protocols for client service delivery.

Skills

Customer service

Financial services

Startup experience

Job description

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.