Fintech Client Support Representative jobs in United States
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Zact · 2 months ago

Fintech Client Support Representative

Zact is a fintech company seeking a Client Support Representative who will be the first line of support for their clients. This role involves handling incoming phone calls and support tickets, addressing high-priority issues, and ensuring a seamless client experience.

FinTechPaymentsSaaS

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

Qualification

Customer support experienceFintech knowledgeZendesk proficiencyCommunication skillsDetail-orientedOrganizational skillsProblem-solving

Required

1–3 years of experience in customer support, preferably in fintech, banking, or SaaS; experience with commercial card programs is a plus
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

Preferred

Previous call center experience is strongly preferred
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

Company

Zact

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Zact’s SaaS payments platform enables you to make a payment, control and report on it.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Plug and Play
2021-06-01Convertible Note
2019-06-28Series B
2018-02-20Series A

Leadership Team

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John Thomas
CEO
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Company data provided by crunchbase