Customer Service Representative
Sutherland
Client Support Representative, Fintech
Zact
full-time
Posted on:
Location Type: Remote
Location: Remote • Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 - $55,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer supporttroubleshootingreportingissue resolutionfraud monitoringaccount access managementtransaction error resolutioncommercial card programsexpense managementfinancial operations
Soft skills
communicationempathyorganizational skillsdetail-orientedprioritizationurgencycollaborationclient satisfactionprofessionalismproblem-solving
