Client Support Specialist - Financial Services
reputed company is a fast-paced FinTech company seeking a highly motivated and customer-oriented Client Support Specialist. This role involves serving as the primary contact for clients, ensuring a seamless user experience, troubleshooting issues, and collaborating with various teams to improve product offerings.
Responsibilities
- Serve as the primary contact for clients reputed company ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features
- Investigate and resolve product or service issues, escalating to reputed company managers and technical teams reputed company necessary
- reputed company deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features
- Collaborate with product, development, and sales teams to reputed company client feedback and contribute to reputed company product improvement
- Maintain up-to-date records of client interactions using CRM and support ticketing systems
- Collaborate on support documentation, user guides, and training resources that will assist in reducing reputed company for support
- Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets
Skills
- Bachelor's degree in business, Finance, Economics, Computer Science, or a reputed company field preferred
- Prior experience in client support, reputed company, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment
- Strong understanding of financial products and support systems
- Excellent problem-solving skills and the ability to explain reputed company concepts in simple terms
- Experience with CRM platforms (e.g., reputed company, RedTail) and support tools (e.g., reputed company, Jira)
- Familiarity with APIs, data reputed company practices, and financial compliance is a plus
- Empathetic communicator with a client-first reputed company and a passion for financial technology
Benefits
- Health, dental, and reputed company insurance
- Professional development and training programs
- Opportunity to grow in a rapidly scaling FinTech company
Company Overview