Service Operations Specialist- Fulfillment/Success
Remote Option / Las Vegas / Austin, Texas
Digital Trust – Fulfillment/Success /
Full-time /
Remote
Here’s the pitch:
Are you ready to be at the forefront of revolutionizing retirement? Join Rocket Dollar as a Service Operations Specialist- Fulfillment/Success ! At Rocket Dollar, we're dedicated to empowering individuals to take control of their financial futures through innovative digital solutions. As an Service Operations Specialist- Fulfillment/Success, you'll be instrumental in ensuring the accuracy and completeness of account information for our valued clients and service partners.
Why join us:
Well, because we’re awesome. Seriously. How many other companies call themselves awesome in their own job ad? Sure, we’re humble, but we also needed to get your attention in a sea of a million other ads. We get the job done, we’re innovative, rewarding, and challenging. We also won’t take you for granted and with our start-up you won’t be the tenth employee in the last month working in a department of a hundred. This isn’t the place you come to hide, this is the place you come to shine and grow as a team. So, what’s not to love?
Who we are:
WAO Fintech is an equal opportunity employer that promotes both a work-life balance and a vibrant work environment. Our brands include Bitcoin IRA, Digital Trust, and more! Together we stand as a beacon of innovation in the FinTech industry, offering a unique blend of retirement solutions and digital asset investment opportunities. Our culture is built on mutual respect, teamwork, and a relentless pursuit of excellence. We believe in lifting each other up, finding solutions, and moving quickly to seize opportunities. As a company, we are committed to creating a work environment that fosters personal growth, learning, and an unyielding drive towards achieving excellence. Our day-to-day culture flows through every individual and is felt in each connection, whether it be internal or external. We pride ourselves in encouraging experiential learning through books, activities, exercises, and incentives to continuously better ourselves and create a world where fun and finance can come together.
What we believe in:
We Are One
Above all, we are one team. We pull up and lift each other up ALWAYS. We have an attitude of gratitude and bring the greatest version of ourselves every day. We grow, but we grow as one.
Find The Yes
We under promise and overdeliver. We are constant innovators and are solutions driven. We are anti-fragile and check our egos at the door.
Speed Wins
We are snipers. We move fast, but with precision. We make decisions, we analyze, test, and repeat. We embrace technology and data to make better decisions along the way and get us to the finish line faster.
Exemplify Excellence
We strive for excellence in all that we do.
What you’ll get:
Competitive base salary and all the standard benefits you’d expect including generous paid time off (PTO), 401k matching, medical, vision, dental, short-term disability, long-term disability, legal shield, identity theft, pet insurance, and term life insurance options. Plus, we’re always on the hunt for new benefits. We actively want to make sure you’re taken care of!
What we expect:
We expect you to a be a “solid” human being. Someone who doesn’t need to be reminded our handbook includes mutual respect, teamwork, and professional conduct policies. We seek the best. So, working together to uphold our company culture, mission statement, and values comes standard. This also includes other stuff our legal team forced me to include like:
· Exhibit exceptional customer service skills within company guidelines
· Possess a positive attitude, motivation, and ability to learn
· Display strong work ethic relative to punctuality, discipline, and a sense of responsibility
· Ability to work collaboratively, communicate effectively and display commitment
· Have effective communication skills (listening, verbal, and written)
· Practice multicultural sensitivity and awareness
· Ability to take constructive feedback with adaptability and flexibility
· Exercise excellent planning and organizational skills
· Demonstrate critical thinking and decision-making abilities
· Capable of time and priority management
· Embrace conflict resolution and problem-solving skills
· Adhere to all standard company guidelines and handbook policies
· A willingness to ask for help when needed
What You'll Do
- As a Service Operations Specialist- Fulfillment/Success within our Customer Support and Fulfillment team, you'll be instrumental in ensuring the accuracy and completeness of account information for Rocket Dollar clients and service partners. Your role will involve navigating various applications and tools to process requests efficiently while adhering to established policies and procedures.
- Inputting required account information accurately to ensure completeness and accuracy.
- Effectively managing risk by adhering to processes, policies, and procedures, and proactively identifying and escalating potential risks.
- Timely and error-free processing of requests from Rocket Dollar and WAO teams
- Navigating through multiple applications and tools to understand processes, policies, and procedures, and to research and resolve issues with client accounts.
- Navigating between multiple screens adeptly while inputting data.
- Quickly learning, adapting, and becoming highly efficient on new or changing systems, applications, policies, and procedures.
- Effectively proofreading, editing, and quickly identifying errors, while implementing sustainable solutions.
- Perform other duties as assigned or requested by Rocket Dollar.
What You'll Need
- Minimum one year of proven experience verbally delivering complex information clearly, concisely, and understandably to clients/recipients, while quickly establishing trust and exuding positivity and confidence.
- Proficient in navigating between multiple screens and maintaining client engagement while inputting data.
- Experience gathering, absorbing, and using facts/information to make effective and timely decisions.
- Demonstrated ability to quickly learn, adapt, and become highly efficient on new or changing systems, applications, policies, and procedures.
- Proven experience with effectively proofreading, editing, and quickly identifying errors, while understanding the cause of the error and implementing sustainable solutions.
- Preferred experience in banking, insurance, brokerage, or inbound call center environments.
- Effective communication skills (listening, verbal, and written).
- Ability to work collaboratively, adapt to feedback, and demonstrate strong organizational skills.
- Critical thinking, decision-making abilities, and proficiency in time and priority management.
- Strong attention to detail and accuracy in all data entry.
