R

Rho

Centralized business banking and treasury platform

Client Service Associate

Customer SupportUpdated on Nov 10
Full-timeSalt Lake City, UT, USA

About the Job

Requirements

  • At least 2 years of customer service experience.
  • Ability to explain complex concepts clearly to clients.
  • Self-motivation, sound judgment, and decision-making, particularly during shifts with lighter on-site coverage.
  • Basic understanding of banking, credit cards, and accounting principles.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

Responsibilities

  • Address and resolve client issues via chat, phone, email, and text, applying sound judgment and the company's service standards.
  • Document common client issues and resolutions to help build the team's knowledge base.
  • Gather client feedback to help identify service improvements.
  • Document and communicate ongoing issues to teammates and leadership for follow-up when needed.
  • Follow established protocols and procedures for client service delivery.

Desired Qualifications

  • Financial services or startup experience is preferred.

About the Company

Rho

Centralized business banking and treasury platform

Rho provides a centralized financial technology platform that combines business banking, expense tracking, treasury management, and accounting software integrations (QuickBooks, Sage, ADP, NetSuite) to streamline financial operations for businesses from startups to IPO-ready firms. Its platform automates and simplifies financial workflows, helping teams save time and reduce operating costs, with a focus on high-growth companies seeking scalable finance operations. Revenue comes from subscription fees for the platform and related services. Compared with competitors, Rho emphasizes an all-in-one, integrated suite and strong customer support to minimize friction and support rapid scaling.

Company size
201-500
Company stage
Series B
Total funding
$197.2M
Headquarters
New York City, New York
Founded
2018

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