Client Care Assistant - Client: FinTech

Department: Boutique Client

Employment Type: Freelance

Location: Philippines

Compensation: $5.00 / hour

DescriptionAbout the ClientThey are dedicated to empowering business owners with the tools they need to thrive. Their focus is on providing customized solutions in technology and equipment financing, capital business loans, and payment processing. With a commitment to exceptional customer service, they ensure that clients receive personalized support tailored to their unique needs. By emphasizing the importance of building long-lasting relationships, they help businesses optimize their operations and achieve their goals. \n

\n\nWhy this role exists
We are seeking a proactive and detail-oriented Client Care Assistant to support our FinTech operations. This role involves assisting with the activation of merchant accounts, ensuring client satisfaction, and managing various client care functions. \n

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The Impact you’ll makeTo facilitate smooth account activations, resolve client issues efficiently, and maintain high levels of client satisfaction throughout the onboarding process.\n
Tasks:\n\nImplementation Responsibilities\nActivate merchant accounts accurately and in a timely manner.\nEnsure all equipment is received by merchants and functioning properly.Conduct training sessions for merchants on using their technology effectively.\nPerform activation calls to verify merchant information and set agendas for next steps.\nSubmit accounts to the acquiring platform for processing and finance approval.

\n\n\n\nClient Care Responsibilities\nResolve lease chargebacks within the first 90 days of account activation.\nGather necessary documentation to address support issues or client concerns.\nAssist with billing processes, including managing ACH rejects and lease payment issues.\nConduct merchant rate reviews while balancing revenue retention with client needs.\nManage account updates and change requests promptly.\n\n\n

Skills, Knowledge and ExpertiseHard Requirements\nPrevious experience in client care or account management within the FinTech industry.\nStrong communication skills for effective interaction with clients and internal teams.Proficiency in data entry with a focus on accuracy and efficiency.\n\nPreferred Qualifications\nFamiliarity with payment processing systems and equipment.\nExperience in resolving client issues related to financial services.\nSuperpowers\nExceptional problem-solving skills with a customer-centric approach.\nAbility to manage multiple tasks while maintaining attention to detail.\nStrong interpersonal skills that foster positive relationships with clients.\n\n
You Must Apply If...\n\nYou are passionate about providing excellent customer service in a fast-paced environment.\nYou have a track record of successfully managing client relationships.\nYou are eager to learn about the FinTech industry and contribute to a growing team.\n\n
Setting Expectations: In the first 30 days, you will be expected to:\nDemonstrate proficiency in account activation processes and client care functions.\nBuild rapport with clients and ensure their satisfaction during the onboarding process.\nCollaborate effectively with internal teams to streamline operations.\n

Benefits