Remote Fintech Client Support Specialist

Zact Inc.; Saratoga (CA); Remote; USD 65,000 - 95,000; Full time

Job summary

Zact Inc. is growing its customer success function and seeks a Client Support Representative to be the first line of contact for our clients.

You will handle inbound calls and support tickets with urgency and care, while supporting daily operational reports and escalating high-priority issues such as card declines and access problems. You will work alongside the Customer Success Manager, manage onboarding for commercial card and AP products, maintain client records, and help document support

Qualifications

• Bachelor's degree or equivalent experience in Business/Finance.
• 4–6 years in a client-facing customer support role within banking, fintech, or financial services.
• Practical understanding of commercial card programs and AP workflows.
• Strong written and verbal communication for business banking.

Responsibilities

• Manage day-to-day client interactions across a portfolio of clients and support lines.
• Handle first-level support requests: card issuance questions, authorization inquiries, transaction research.
• Escalate complex issues to the Customer Success Manager with full context and documentation.
• Maintain accurate client records and support logs across internal systems.

Education

Bachelor's degree

Tools

Zendesk

CRM systems

Job description

Zact Inc. is growing its customer success function and seeks a Client Support Representative to be the first line of contact for our clients.

You will handle inbound calls and support tickets with urgency and care, while supporting daily operational reports and escalating high-priority issues such as card declines and access problems. You will work alongside the Customer Success Manager, manage onboarding for commercial card and AP products, maintain client records, and help document support