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Customer Services Representative, Fintech
Atomic Invest. Own the front-line support queue for retail investors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client-facing support within finance or fintech environments, with a strong focus on troubleshooting user accounts and maintaining accurate records. Proficient in managing support tickets and communicating effectively with clients to resolve issues.
Highest-signal resume keywords
Client-Facing ExperienceTroubleshooting User AccountsZendesk FamiliarityAdvanced English CommunicationFintech Exposure
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
TroubleshootingAccount ManagementData InvestigationTicket ResolutionDocumentation Review
Soft Skills
Highly OrganizedDetail-OrientedReliableIndependent Work
Tools & Technologies
ZendeskAI PromptingChatGPT
Industry Keywords
FinanceFintechBankingClient SupportService-Level Expectations
About the role
Key responsibilities & impact- Own the front-line support queue for retail investors
- Respond to incoming support tickets, triage by urgency, and route or resolve cases within service-level expectations
- Investigate stalled or incomplete account applications and identify missing documentation or information
- Communicate application next steps clearly to investors
- Review deposits, withdrawals, and transfers to verify funds move to or from the correct bank account
- Resolve money movement discrepancies before funds move
- Troubleshoot account-level issues including balances, transaction status, holds, and delays
- Investigate underlying account and transaction data and explain outcomes in user-friendly language
- Apply Atomic's policies consistently and escalate edge cases or ambiguous situations
- Maintain accurate, auditable records of ticket investigations, resolutions, and rationale
- Identify and flag recurring support workflow pain points or inefficiencies
Requirements
What you’ll need- Approximately 2–3 years of client-facing experience in a finance, fintech, or tech company environment
- Solid understanding of basic troubleshooting of user accounts and data
- Highly organized, detail-oriented, and reliable with recurring tasks and deadlines
- Ability to work independently in a remote, part-time capacity
- Advanced-level English for collaboration with a global team
- Experience handling client inquiries in a support-focused software
- Prior exposure to fintech, banking, or other adjacent environments (nice to have)
- Familiarity with Zendesk (nice to have)
- Experience prompting AI, e.g. Claude or ChatGPT, to investigate issues, conduct research, or create internal documents (nice to have)
Benefits
Comp & perks- Part-time contract engagement
- Remote work from any part of LATAM
- 9AM–1PM EST schedule, 5 days per week
- Approximately 20 hours per week / 50% FTE
- Collaboration with a global team