Client Support & Solutions Specialist

Fintech Brand

Tampa (FL)

On-site

USD 40,000 - 56,000

Full time

3 days ago
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Benefits offered by this job

Employer 401K match
Medical insurance
Dental insurance
Vision insurance
Disability insurance
Life & AD&D insurance
Paid vacation
Paid holidays
Recognition programs
Incentive compensation
Community outreach
Business casual

Job summary

Fintech LLC in Tampa, FL is seeking a Client Support Specialist to serve as the primary client contact, ensuring timely responses to calls and emails, and guiding clients through Fintech products and processes.

This role combines client service with financial operations support and technical assistance, contributing to a high-quality client experience. A fast-paced environment with cross-unit collaboration is expected.

Qualifications

  • 1 to 3 years of client service experience.
  • Positive interpersonal skills and client-focused approach.
  • Excellent verbal and written communication abilities.
  • Ability to communicate effectively in Spanish is a plus.
  • Proficiency with common software (Word, Excel, PowerPoint, Outlook) and Windows.

Responsibilities

  • Respond to client calls and emails promptly and professionally.
  • Process manual invoicing and bank account changes.
  • Manage returns from processing banks including client communication and tracking.
  • Educate clients on Fintech websites and processes.
  • Suggest system and process improvements to enhance efficiency and client experience.
  • Assist in updating SOPs and training documentation.

Skills

Client service
Communication
Spanish (plus)
Problem solving
Attention to detail
Time management
Windows basics

Tools

Helpdesk system
Microsoft Office

Job description

Fintech LLC in Tampa, FL is seeking a Client Support Specialist to serve as the primary client contact, ensuring timely responses to calls and emails, and guiding clients through Fintech products and processes.

This role combines client service with financial operations support and technical assistance, contributing to a high-quality client experience. A fast-paced environment with cross-unit collaboration is expected.

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