Fintech Training & Onboarding Specialist

Embedded Shishya; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Computer Services, Inc. (CSI) seeks a Trainer Assistant to support learning initiatives by maintaining training modules, onboarding sessions, and basic instructional materials, ensuring clients understand fintech processes, tools, and regulatory requirements.

You will create training materials, assist in live sessions (virtual or in-person), update content, conduct assessments, provide 1:1 coaching, maintain records, handle logistics, gather feedback, and assist with hosting live events.

Qualifications

• Bachelor's degree or equivalent experience.
• 1–2 years of experience in training, customer service or operations in banking or related fintech roles.
• Strong communication and presentation skills.
• Strong MS Office skills (creating slide decks, training materials, etc.).
• Basic understanding of fintech concepts such as digital payments, compliance basics, KYC, or customer operations.
• Ability to learn new systems and processes quickly; detail-oriented and comfortable with administrative tasks.
• Preferred: Experience with LMS tools, e-learning platforms, or workflow systems.

Responsibilities

• Create training materials for trainers and customers (slide decks, training docs, etc.).
• Assist trainers with instructor‑led training sessions (virtual or in‑person) based on provided curriculum.
• Support trainers in developing and updating training content and job aids.
• Conduct basic assessments, quizzes, and evaluations to measure learning outcomes.
• Provide 1:1 coaching and support to customers needing additional guidance.
• Maintain training records and ensure documentation is accurate and up to date.
• Assist with logistics such as scheduling, tracking attendance, and preparing materials.
• Gather learner feedback and report improvement suggestions.
• Will assist with hosting of live, virtual events.

Skills

Communication

Presentation skills

MS Office

Fintech concepts

Education

Bachelor's degree or equivalent experience

Tools

LMS tools

E-learning platforms

Workflow systems

Job description

Computer Services, Inc. (CSI) seeks a Trainer Assistant to support learning initiatives by maintaining training modules, onboarding sessions, and basic instructional materials, ensuring clients understand fintech processes, tools, and regulatory requirements.

You will create training materials, assist in live sessions (virtual or in-person), update content, conduct assessments, provide 1:1 coaching, maintain records, handle logistics, gather feedback, and assist with hosting live events.