Fintech Customer Operations & Support Associate

Remotedxb

Dubai

On-site

AED 167,000 - 257,000

Full time

6 days ago
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Job summary

Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement. We are seeking a customer support specialist to answer participant questions via Intercom and phone, helping users through account setup, enrollments, deferrals, and distributions.

You will resolve issues end-to-end, design support content, provide feedback to product teams, and coordinate with custodians and plan document providers.

Qualifications

  • Proven experience in high-volume customer support or user operations roles.
  • Experience handling both written and phone communication channels.
  • Exceptional written and verbal communication skills with the ability to simplify complex financial topics.
  • Strong judgment regarding escalation protocols and compliance issues.

Responsibilities

  • Answer participant and plan administrator questions via Intercom and phone with speed and accuracy
  • Guide users through account setup, enrollment, deferral changes, beneficiaries, rollovers, and distributions
  • Resolve issues end-to-end and escape to Onboardings, Customer Success, or Engineering when necessary
  • Design and build macros, help center content, saved replies, and AI-powered support systems
  • Provide feedback to product and engineering teams to resolve recurring user confusion
  • Manage participant money movement including withdrawals, outbound rollovers, and loans
  • Coordinate with external partners such as custodians, rollover facilitators, and plan document providers

Skills

High-volume customer support
Written communication
Verbal communication
Compliance awareness

Tools

Intercom
Zendesk

Job description

Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement. We are seeking a customer support specialist to answer participant questions via Intercom and phone, helping users through account setup, enrollments, deferrals, and distributions.

You will resolve issues end-to-end, design support content, provide feedback to product teams, and coordinate with custodians and plan document providers.

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