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Member Advisor

Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 
California (USA), New York (USA), United States

Offer summary

Qualifications:

3+ years in client services or relations, Experience in high-touch financial services, Access to a quiet workspace with internet, Strong communicator with problem-solving skills.

Key responsabilities:

  • Serve as the primary contact for members
  • Deliver exceptional service via various channels
Atlas logo
Atlas Financial Services Startup https://atlascard.com/
11 - 50 Employees
See more Atlas offers

Job description

About the Job


Atlas is the concierge and credit card that unlocks coveted access and enables seamless spending. Our cardmembers are discerning, busy individuals who rely on Atlas to deliver convenience across their lifestyle while ensuring their spending power is both reliable and effortless.In just 12 months, we’ve scaled to over $X00,000,000 in spending volume, growing double digits monthly—organically, with no paid marketing.

We are backed by world-class investors and have multiple years of runway. Our team brings experience from building and launching iconic products and companies such as Apple, Robinhood, and DoorDash.

We’re a small team of around 25 people based between NYC and SF. We value in-person collaboration and expect you to join us in the office.

We are looking for a highly motivated and detail-oriented individual to join our team as a Member Advisor. You will be the face of Atlas, making membership benefits come to life for our invite-only members—discerning individuals who require a high-touch, personalized experience.

How You Will Contribute

  • Serve as the primary point of contact for our members throughout their Atlas journey by managing concierge requests and answering questions related to benefits, rewards, billing, and their card and mobile app.

  • Deliver exceptional service via text, email, and phone calls

  • Be the member’s fearless advocate, unblocking any internal or external threats to delivering an unparalleled member experience.

  • Deeply understand the Atlas product and our members’ needs, proactively identifying opportunities to enhance the member experience while collaborating with cross-functional teams, including operations, design, and engineering, to ensure seamless delivery.

  • Use multiple tools to manage member accounts and communicate effectively across all customer channels.

Qualifications

  • 3+ years of client services/relations experience in high-touch financial services, luxury retail, dining, travel, hospitality, or concierge services, working with high-value clients to provide remarkable experiences.

  • Access to a private workspace that provides a quiet, undistracted environment, with reliable internet for video and phone calls.

  • Excellent communicator with adaptive listening skills, capable of tailoring messages to the audience.

  • Strong problem-solver, excelling at developing creative solutions to complex challenges to unlock the impossible for our members.

  • Ability to properly prioritize against competing needs.

  • Willingness to work non-traditional hours. (This role will require working evenings and weekends.)

Bonus

  • A long-term resident of NYC, Los Angeles, Miami, or San Francisco.

  • Familiarity with Zendesk or other SaaS communication platforms.

  • Experience leading customer-facing video calls via Zoom or Google Meet.

Disposition

  • Passionate about delivering exceptional customer service and building lasting relationships with members.

  • Thrives working independently in a fast-paced, dynamic environment with ambiguity.

  • Excited about reimagining the card membership experience and engaging with a community of ambitious members and co-workers.

  • Self-motivated and ambitious.

  • Enjoys the challenge of making the impossible happen.

  • Deeply empathetic, with the ability to connect with others, understand their needs, and implement their feedback.

  • Energetic, flexible, confident, and collaborative attitude.

Benefits

  • Opportunity to be an integral part of a brand creating a new standard for financial services and lifestyle membership—joining the ground floor of a fast-growing, category-defining company.

  • Competitive salary, stock options, and 401(k).

  • Full health benefits (medical, dental, and vision insurance).

  • Generous vacation policy and paid company holidays.

  • Complimentary Atlas Membership.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Problem Solving
  • Collaboration
  • Customer Service
  • Empathy
  • Time Management
  • Adaptability

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