Customer Experience Associate, Core Services Resolutions Desk

United States Digital Space LLC; Denver City (TX); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Bonus opportunities

Benefits package

Equal opportunity employer

Job summary

United States Digital Space LLC is seeking a CX Associate on the Resolutions Desk to support our CX agents across chat, email, and phone. You will follow documented policies, resolve escalations, and learn to handle more complex cases over time.

This entry-level role emphasizes teaching vs telling, empathetic communication, and accurate case logging. Quick growth into larger, independent responsibilities is expected, with opportunities for bonus and benefits per Total Rewards.

Qualifications

• Experience in a customer-facing role with a track record of strong performance.
• Excellent written and verbal communication, ability to explain concepts clearly.
• Ability to apply documented policies on live escalations and know when to involve a supervisor.
• Ability to defuse anxiety and de-escalate tense situations empathetically.
• Growth mindset with eagerness to take on more independent responsibilities.

Responsibilities

• Serve as a real-time point of contact for CX agents across chat, email, and phone, following policies and escalation playbooks.
• Handle escalations from day one, resolving straightforward cases and building fluency for more complex ones.
• Apply a teaching-vs-telling approach to empower agents to handle similar questions independently.
• Route situations to a supervisor when appropriate and follow up on outcomes.
• Log interactions accurately to support clear case history and smooth handoffs.
• Flag recurring questions or process gaps to leadership for improvements.

Skills

Customer service

Communication

Empathy

De-escalation

Problem solving

Attention to detail

Job description

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

the company's Customer Experience team is committed to providing world-class service to our internal and external customers. The Resolutions Desk supports our customer experience associates by providing real-time education, resolving escalated situations, and acting as a resource when exceptions are needed.

As a CX Associate, Resolutions Desk, you'll be the first line of live support for our CX agents, helping them navigate customer questions across chat, email, and phone. You'll follow documented policies and playbooks to give agents fast, accurate answers, and escalations are part of the role from day one. As you build experience, you'll take on a growing share of escalation work and more complex cases over time. This is an unlicensed role.

What you'll do day-to-day

• Serve as a real-time point of contact for CX agents across chat, email, and phone, answering questions according to well-defined policies, procedures, and escalation playbooks.

• Handle escalations as part of your regular workload from day one, resolving straightforward cases and building fluency for more complex ones over time.

• Apply a teaching-vs-telling approach so agents walk away better equipped to handle similar questions independently next time.

• Recognize when a situation calls for a supervisor and route it promptly.

• Issue goodwill credits and refunds within your authorized limits, escalating anything beyond that to your manager.

• Log and track your interactions accurately to support clear case history and smooth handoffs.

• Flag recurring agent questions or process gaps to your manager to help surface patterns worth addressing.

About you

• Experience in a customer-facing role, with a track record of strong performance - this is an entry point onto the Resolutions Desk, so prior escalation experience isn't required.

• Excellent written and verbal communication skills, with the ability to explain concepts clearly to both agents and customers.

• Comfortable applying documented policies and procedures on live escalations, with the judgment to know when to bring in a supervisor.

• Ability to quickly defuse anxiety and de-escalate tense situations through empathetic, confident communication.

• Developing critical-thinking and problem-solving skills, with an eagerness to grow into a larger, more independent role over time.

• Strong organizational skills and attention to detail when following playbooks and logging case information.

Bonus Points

• Prior experience in a contact center environment.

• Exposure to compliance or FINRA regulations.

• Demonstrated pattern-recognition skills - spotting recurring issues and surfacing them to the team.

• High empathy paired with a teach-vs-tell communication style.

• Interest in eventually pursuing an SIE, Series 7, and/or Series 24 license - not required, but a nice-to-have for long-term growth.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$21.30-$25 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$21.30-$25 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$20.40-$24 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

the company provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work- welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review thePrivacy Policy for your country of application.