Customer Care Specialist (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Customer Care Specialist (Fintech): Providing high-quality support and problem resolution for career agents within a financial services environment with an accent on policy adherence and knowledge management. Focus on conducting research to resolve complex inquiries and ensuring regulatory compliance in a metric-driven setting.
Location: Remote (US). Candidates residing within 50 miles of the Springfield office are required to work a Hybrid schedule (3 days/week in-office).
Salary: $45,000 plus 5% annual bonus.
Company
is a purpose-driven financial services and insurance organization that values integrity, responsibility, and long-term impact.
What you will do
- Act as the primary service contact for registered representatives via phone lines.
- Conduct research and leverage internal resources to provide accurate, time-sensitive information.
- Identify and execute required actions in accordance with corporate compliance and regulatory requirements.
- Develop subject matter expertise in one or more business lines to support complex agency needs.
- Foster an inclusive atmosphere where differing ideas and opinions are welcomed.
Requirements
- Must be based in the US.
- 1+ years of customer service experience.
- High School Diploma or GED.
- Must be able to pass a non-registered fingerprint background check to qualify under FINRA.
- Must be able to attend mandatory virtual training from Oct 5th, 2026, to Dec 11th, 2026, without interruption.
- Must be willing to work any shift within the hours of 8am-6pm Eastern Time.
Nice to have
- 2+ years of customer service experience.
- Experience with financial products, hospitality, or retail sales with direct consumer contact.
- Proficiency with Microsoft Office Suite.
- Ability to excel in a fast-paced, metric-driven environment.
Culture & Benefits
- 10 weeks of paid virtual training.
- Collaborative environment with clear ownership and accountability.
- Access to learning, development, and internal growth networks.
- Employee-led communities and forums fostering connection and inclusion.
- Culture grounded in stewardship and long-term outcomes.
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