Customer Success Associate I — Frontline Support & Solutions

Human Interest

Lindon (UT)

Hybrid

USD 37,000 - 42,000

Full time

4 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401(k) plan with employer match
Health, dental, vision insurance
Parental leave
Monthly work-from-home stipend
Lifestyle stipend

Job summary

Human Interest in Lindon, Utah is seeking a Customer Success Support Associate to be the frontline face of the company, helping customers maximize our retirement savings platform. You will resolve inquiries, document thorough case notes, and work cross-functionally with internal and external partners to deliver best-in-class service in a fast-paced fintech environment.

The role offers a Monday-Thursday in-office schedule with remote Fridays, a full-time 40-hour work week, and clear paths for

Qualifications

  • 1+ years of experience in a customer facing role.
  • Passion for serving customers.
  • Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders.
  • Ability to communicate with confidence, professionalism, and empathy over the phone, live chat, and through email.
  • You remain composed in high-stress situations and convey empathy for our customers.
  • Meticulous attention to detail - rarely making typos and noticing discrepancies.

Responsibilities

  • Handle a steady volume of inbound inquiries via phone, chat, and email.
  • Identify the root of customer needs to resolve inquiries in one touchpoint.
  • Document thorough notes on every case with context, actions taken, and next steps.
  • Work cross-functionally with internal and external partners to solve customer issues.
  • Provide best-in-class customer service.
  • Maintain performance to company standards and workforce schedule.
  • Support other areas of the organization when needed.
  • Manage follow-ups with customers as required.

Skills

Customer-facing experience
Communication skills
Organizational skills
Empathy
Attention to detail
Ability to manage multiple tasks

Education

Commensurate college experience

Job description

Human Interest in Lindon, Utah is seeking a Customer Success Support Associate to be the frontline face of the company, helping customers maximize our retirement savings platform. You will resolve inquiries, document thorough case notes, and work cross-functionally with internal and external partners to deliver best-in-class service in a fast-paced fintech environment.

The role offers a Monday-Thursday in-office schedule with remote Fridays, a full-time 40-hour work week, and clear paths for

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Financial Customer Advocate - Onsite Hybrid Role
Financial Customer Advocate - Onsite Hybrid Role

Fidelity Investments • Salt Lake City (UT)

On-site
USD 40,000 - 54,000
Onsite working model
Training cohort (first 14 weeks)
Career coaching
+1
Customer Success & Sales Support Specialist
Customer Success & Sales Support Specialist

Frontline Road Safety Group • Layton (UT)

On-site
USD 36,000 - 60,000
Sales Development Rep – Fintech Retirement for SMBs
Sales Development Rep – Fintech Retirement for SMBs

Human Interest • Lindon (UT)

Hybrid
USD 43,000 - 72,000
401(k) plan match with immediate vest.
Health plans (medical, dental, vision)
Work-from-home stipend
+2
Financial Customer Associate - Salt Lake City
Financial Customer Associate - Salt Lake City

Fidelity Investments • Salt Lake City (UT)

On-site
USD 40,000 - 54,000
Onsite working model
Training cohort (first 14 weeks)
Career coaching
+1
Financial Services Customer Support Associate (Hybrid)
Financial Services Customer Support Associate (Hybrid)

Russell Tobin • South Jordan (UT)

Hybrid
USD 45,000 - 55,000
Comprehensive healthcare coverage
401(k) retirement savings
Employee discounts with preferred vendors
Client Success Manager
Client Success Manager

Paramify • Lehi (UT)

On-site
USD 70,000 - 90,000
Competitive salary and equity options
100% company-paid health, dental, and vision coverage
Professional development opportunities
+1
Client Success Specialist - Hybrid, Growth & Support
Client Success Specialist - Hybrid, Growth & Support

gWorks • Omaha (NE)

Hybrid
USD 23,419 - 30,307
Health, Dental, and Vision Benefits
401(k) with Company Match
Generous PTO
+1
Customer Support Specialist - Growth, Benefits, 401(k)
Customer Support Specialist - Growth, Benefits, 401(k)

Nutricost • Vineyard (UT)

On-site
USD 32,000 - 42,000
Medical, dental, vision, and life保险
Customer Success & Sales Specialist
Customer Success & Sales Specialist

Hirebridge • Layton (UT)

On-site
USD 42,000 - 52,000
Customer Success Specialist
Customer Success Specialist

Financial Software Solutions, LLC • Houston (TX)

On-site
USD 45,000 - 65,000
401(k)
401(k) matching
Competitive salary
+7