Fintech Client Support Representative

Zact

Fintech Client Support Representative

Remote, MO
Full Time
Paid
  • Responsibilities

    Position Overview

    We're seeking a Client Support Representative who will be the first line of support for our clients. This role is critical in ensuring a seamless experience by handling incoming phone calls and support tickets with urgency and care. You'll also assist with daily operational reports and play a key role in identifying and escalating high-priority issues such as card declines, account access issues, and fraud.

    Key Responsibilities

    • 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

    Qualifications

    • 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.

    What We Offer

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