Wealth Investment Support Specialist providing essential operational support to affluent investment clients. Responsible for relationship management, client record maintenance, and administrative support for the wealth management team.
About the role
- Customer Experience Agent resolving customer issues for Ramp via phone and email, requiring problem-solving and adaptability in a fast-paced environment.
Responsibilities
- Serve as the first line of support for Ramp Customers primarily over the phone, with additional coverage through email and chat
- Troubleshoot customer issues by applying strong product knowledge, investigative skills, and critical thinking
- Deliver accurate, empathetic, and efficient solutions in a fast-paced, high-volume environment
- Take ownership of escalations, ensuring tickets move forward through the appropriate internal teams
- Adapt quickly to new tools, product releases, and process changes, including AI-powered workflows
- Meet and exceed key performance standards, including CSAT, QA, and speed-of-service metrics
- Contribute to team knowledge by updating documentation, surfacing product feedback, and sharing customer insights to help Ramp improve and scale
Requirements
- Comfort and confidence on the phone as your primary support channel
- Ability to work evenings, weekends, and some holidays
- Strong customer focus with empathy under pressure
- Excellent verbal and written communication
- Ability to quickly learn Ramp’s platform and apply product knowledge
- Strong analytical and problem-solving skills
- Persistence in driving issues to resolution with internal teams
- High reliability and professionalism in live support environments
- Comfort working toward performance metrics in a results-driven role
- Nice to Haves
- Familiarity with AI-powered tools or workflow automation in customer support
- Comfort working in a high-growth or startup environment where processes evolve quickly
- Experience with Zendesk or other customer support platforms
Benefits
- 100% medical, dental & vision insurance coverage for you
- Partially covered for your dependents
- One Medical annual membership
- 401k (including employer match on contributions made while employed by Ramp)
- Flexible PTO
- Fertility HRA (up to $10,000 per year)
- Parental Leave
- Unlimited AI token usage
- Pet insurance
- Centralized home-office equipment ordering for all employees
- Health and Wellness stipend
- In-office perks: lunch, snacks, drinks, and more
- Budget for intra-office travel
- Relocation support to NYC or SF (as needed)
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Service Representative managing inbound customer interactions at Eversource. Eversource provides energy services in New England's largest energy delivery company.
Customer Service Representative assisting customers at U - Haul centers with U - Haul products and services. Using technology to manage rentals and educate customers.
Customer Service Representative assisting patients at Ascension Providence Hospital in Southfield, MI. Helping patients check in and addressing their concerns with compassion and accuracy.
Sales Executive responsible for contacting potential clients regarding telecommunications, banking, and insurance products. Meeting sales targets and providing excellent customer service is key to the role.
Customer Experience and Digital Graduate role at Auckland Council focusing on service improvement and customer experience. Join a 2 - year rotational program with hands - on experience and mentorship.
Customer Support Mitarbeiter assisting Germany's healthcare providers with inquiries and order management. Enhancing service quality through structured support and team collaboration.
Customer Support Intern at Cold Culture, enhancing customer experiences in a global streetwear project. Engaging in customer service through various channels and resolving inquiries in a dynamic team environment.
Technical Support Specialist assisting the Abas team with stable operations and troubleshooting for cloud and on - premise customers. Documenting issues and escalating complex cases.
Customer Support role in the construction and technology sector, managing inquiries from Sweden and Norway. Engaging in orders, returns, claims, and customer relationship management.