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Client Support Representative, Fintech

Remote role Full-time Open position

Job Description:

  • Serve as the primary point of contact for client phone support and incoming support tickets.
  • Respond to client inquiries with professionalism, empathy, and a strong sense of urgency.
  • Investigate and resolve issues related to card declines, account access, transaction errors, and general troubleshooting.
  • Monitor and review daily reports including fraud activity and card inventory.
  • Escalate critical issues promptly to internal teams and follow through to resolution.
  • Document client interactions and resolutions accurately in the support system.
  • Collaborate with internal departments to ensure client satisfaction and issue resolution.
  • Continuously look for ways to improve the client support experience.
  • Operate within a green screen (terminal-based) environment to efficiently navigate account data, execute service commands, and resolve client inquiries related to commercial card programs.

Requirements:

  • 1–3 years of experience in customer support, preferably in fintech, banking, or SaaS; experience with commercial card programs is a plus.
  • Previous call center experience is strongly preferred.
  • Strong communication skills, both verbal and written.
  • Ability to prioritize and respond quickly to urgent client issues.
  • Comfortable working with support ticketing systems and phone support tools, especially Zendesk.
  • Detail-oriented with strong organizational and reporting skills.
  • Familiarity with commercial card programs, expense management, or financial operations is a plus.

Benefits:

  • Opportunity to grow within a fast-paced fintech environment
  • Supportive team culture focused on client success and innovation
  • Training and development opportunities

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