Remote Customer service Jobs • Fintech

As a Client Services Associate, you will be a critical member of the team, acting as a trusted resource and advocate for clients by providing excellent service, operational accuracy, and relationship-building across multiple channels. Proactively handle complex client needs, solve problems, build trust, anticipate needs, and deliver a seamless experience.

As a Senior Customer Success Manager, you will manage a larger and more complex book of business, leading high-impact customer engagements, expansions, and rollouts. You will act as a trusted advisor to executive stakeholders, proactively drive customer success strategies, and confidently manage escalations while maximizing growth opportunities. Your ability to navigate complex customer landscapes will be crucial to the role’s success.

Lead front-line support and back-office teams, reporting directly to the CFO. Responsible for designing and executing scalable, data-driven support and operations strategies that elevate the customer experience while ensuring efficiency, compliance, and alignment with company goals. Partner cross-functionally with teams like Product and Compliance, oversee outsourced vendors, and drive continuous improvement through process optimization and innovative use of technology—including AI.

As a member of the Customer Support team, help users with warmth and competence when they have questions or needs. Understand how the product works in detail, translate user confusion into product suggestions, and identify the systemic flaws that lead to user problems. Build warm relationships with users and help build out the customer support and ops infrastructure.