Work With Us at ClickSWITCH


Operations Associate


Minneapolis, MN or Baxter, MN



Job Summary

The Operations Associate’s primary responsibility is the timely and accurate research of companies via internet and calls based on lists received from clients as well as daily submissions from their customers. This person will then confirm, organize and prepare information and forms to be added to our database. They will also process and print daily mail. The Operations Associate will help with other tasks as assigned from the Implementation and Fulfillment teams.


  • Conduct Internet research to find business information, such as address, phone number and payment forms and making calls as needed to companies.

  • Amend and test switch forms with Adobe Acrobat to be used in our company database that are found during research.

  • Work in Excel to ensure business information is being properly tracked.

  • Resolve any issues and solve problems that may arise.

  • Drive to continually improve our internal process for fulfillment and client care.

  • Work with the team to guarantee client forms are ready and mailed daily.

  • Work on miscellaneous tasks as needed for the Implementation and Fulfillment teams.

  • Collaborate with other employees by providing important client feedback, process-improvement suggestions, new troubleshooting tips and other actions that involve improving our product.

  • Other duties as assigned.


and Background

The Operations Associate should possess the knowledge, skills and abilities required to perform the primary responsibilities listed above with some training.  This includes:

  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers

  • Excellent computer proficiency (MS Office – Word, Excel and Outlook)

  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service

  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

  •  Attention to detail.

  • AA Degree or Higher

Our Company

ClickSWITCH is an automated, secure, convenient way for consumers to move their account to a new or existing financial institution. ClickSWITCH takes the pain out of switching accounts and takes as little as 10 minutes to switch. ClickSWITCH does the major legwork, sot the consumer doesn't have to worry about recurring payments of direct deposits.

ClickSWITCH has been in business more than four years and now has dozens of employees, however, a strong entrepreneurial, start-up vibe still permeates the culture. Yes, it is fast paced, and yes, it is very dynamic (lots of moving parts and shifting priorities), but they place an emphasis on hiring "go-getters" - people who take initiative and have an attitude of "let's get it done". And we have a lot of new exciting opportunities available!


ClickSWITCH recognizes employees in many ways for their contributions and their commitment to the organization. One such way is by offering a very comprehensive benefits package. This includes a competitive salary, a bonus structure, and company stock options.

Contact Human Resources at ClickSWITCH!

The Fastest, Safest Way

to Switch New and

FLEX partners with ClickSWITCH to deliver a digital account switch solution

Minnesota FinTech Company ClickSWITCH Raises $3.5M in Series A Financing

© Copyright 2019 ClickSWITCH, LLC

  • Twitter - White Circle
  • Facebook - White Circle
  • LinkedIn - White Circle