Customer Support Representative (financial background)
Core
Support customers and partners on account, payment, and transaction inquiries for a fintech cashback and payments app, including high-value money movements.
Role type
Customer Support Representative (Fintech/Payments)
Builds
Trust in the platform through accurate, timely resolutions for payments, cashback, and gift card issues.
Domain
Fintech, Payments, Cashback, Digital Gift Cards
Deliverable
client delivery
Required skills
Customer support experience in financial services/fintech, handling large money movements (seven-figure sums), payment processing knowledge, transaction reconciliation, fraud/suspicious activity identification, ticketing system proficiency, written and verbal English communication.
Preferred skills
AML/KYC/fraud prevention familiarity, Zendesk/Intercom/Freshdesk experience, e-commerce/rewards/gift card background, Excel/Google Sheets.
Responsibilities
Respond to inbound inquiries via email/chat/ticketing; investigate and resolve payment/cashback/refund issues; monitor high-value transactions; flag suspicious activity; reconcile transaction records; document interactions; collaborate with finance/risk/product teams; update internal knowledge base.
Seniority
Individual Contributor, mid-level specialist