Customer Support Associate New Santa Ana

Convera; Santa Ana (CA); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance

Paid leave

Volunteer days

Hybrid work

Job summary

Convera is seeking a Customer Support Associate to deliver high quality support across multiple channels, resolving inquiries efficiently while adhering to regulatory requirements. You will leverage product knowledge and established processes, escalating complex issues to a senior team member when needed.

This role emphasizes teamwork, ongoing learning, and contributing to performance metrics as part of a fast-paced, global payments company.

Qualifications

• Minimum of 1 year of experience in a customer support, service, or contact center environment.
• Strong written and verbal communication skills with the ability to convey complex information clearly.
• Proven ability to follow defined procedures while applying judgment to resolve multi-step issues.
• Strong problem-solving and conflict-resolution skills.
• High level of professionalism, resilience, and customer focus.
• Proficient in standard business systems and tools.
• Multilingual capability is an advantage.

Responsibilities

• Handle inbound and outbound customer interactions across phone, case, email, and digital service channels in a fast-paced environment
• Resolve customer issues using established procedures, policies, and product knowledge, escalating appropriately when required
• Drive First Contact Resolution (FCR) within defined authority levels and service guidelines
• Communicate clearly and professionally with customers, including explaining complex or regulated information in an understandable way
• Maintain accurate case documentation in case management systems to support auditability, quality assurance, and follow-up actions
• Demonstrate consistent adherence to quality, accuracy, and service targets tied to team performance

Skills

Customer support experience

Communication skills

Problem-solving

Professionalism

Multilingual (advantage)

Familiar with business systems

Tools

Case management systems

CRM systems

Job description

The Customer Support Associate delivers high quality, consistent customer support across multiple service channels by applying established processes, tools, and guidelines. The role focuses on resolving customer enquiries efficiently, ensuring regulatory compliance, and contributing to a positive end-to-end customer experience.

Working with limited guidance, the associate uses product knowledge and sound judgment to resolve well defined issues, escalating complex or sensitive matters to a senior team member or Supervisor with clear supporting recommendations. Through professional customer interactions, collaboration with peers, and continuous improvement efforts, the associate drives service excellence while contributing to team performance metrics aligned to broader company goals.

Core Responsibilities – Customer Support & Case Resolution

• Handle inbound and outbound customer interactions across phone, case, email, and digital service channels in a fast-paced environment
• Resolve customer issues using established procedures, policies, and product knowledge, escalating appropriately when required
• Drive First Contact Resolution (FCR) within defined authority levels and service guidelines
• Communicate clearly and professionally with customers, including explaining complex or regulated information in an understandable way
• Maintain accurate case documentation in case management systems to support auditability, quality assurance, and follow-up actions
• Demonstrate consistent adherence to quality, accuracy, and service targets tied to team performance

Problem Solving & Compliance

• Apply structured problem-solving techniques to investigate customer issues with multiple steps or contributing factors
• Identify patterns, recurring issues, or process gaps and suggest practical improvements to leadership
• Follow regulatory, legal, and compliance requirements consistently, ensuring customers and the business are protected
• Support complaint handling using defined frameworks, guidance, and templates to regulatory timeline

Teamwork

• Collaborate closely with team members and internal partners to resolve customer issues efficiently
• Support onboarding and training of new team members through knowledge sharing and peer coaching
• Participates in team meetings, problem solving, and quality reviews

Required Skills & Experience

• Minimum of 1 year of experience in a customer support, service, or contact center environment
• Strong written and verbal communication skills with the ability to convey complex information clearly
• Proven ability to follow defined procedures while applying judgment to resolve multi-step issues
• Strong problem-solving and conflict-resolution skills
• High level of professionalism, resilience, and customer focus
• Proficient in standard business systems and tools
• Multilingual capability is an advantage

Why Join Us

This Customer Support Associate role offers the opportunity to build strong expertise within Customer Care while delivering meaningful, high-quality support to our customers. You will work in a collaborative, fast-paced environment where your contribution directly impacts customer satisfaction, service quality, and team performance.

You will gain exposure to our products, processes, and regulatory framework, develop your problem solving and customer communication skills, and grow through continuous learning and peer collaboration. This role is ideal for individuals who are passionate about customer experience, take pride in delivering consistent service excellence, and want to develop their career within a dynamic, high growth organization.

About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers, educational institutions, financial institutions, law firms, and NGOs.

Our teams care deeply about the value we bring to our customers, making Convera a rewarding workplace. This is an exciting time for our organization as we build our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Market competitive salary.
• Great career growth and development opportunities in a global organization.

Expectation to work from the office during the first month.Afterward, a flexible hybrid work model is offered, requiring 2 days per week in the office (Tuesday is mandatory)

• Generous insurance (health, disability, life).
• Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
• Paid volunteering opportunities (5 days per year).
• Shift Hours: Monday to Friday, Morning shift: 7:30-4:30pm

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

Convera requires background checks of all new employees at the appropriate stage of the application procedure, including, in certain countries, the investigation of criminal convictions, in accordance with applicable federal, state and local law. Disclosure of a criminal record will not necessarily disqualify you for employment. Any conviction or guilty plea will be evaluated on its own merit with respect to time, nature, circumstances and seriousness, as well as any other factors required pursuant to applicable federal, state and local law, in relation to the job for which you are indicating interest. However, failure to disclose this information when requested, in accordance with applicable federal, state and local law, will generally result in a disqualification of your application or termination of employment.