Customer Operations Agent
Core
First point of contact for new self-employed customers, guiding them through account setup, onboarding, tax filing, and financial wellbeing support.
Role type
Customer Operations Agent (Onboarding, Experience, and Tax & Financial Support squads)
Builds
Customer relationships, account reviews, tax returns, and expense claims for sole traders
Domain
FinTech / Self-employment services
Deliverable
client delivery
Required skills
Customer service experience, empathy, clear verbal and written communication, attention to detail, proactive problem solving
Preferred skills
Experience with customer service tools (e.g., Intercom), financial institution experience, self-employment experience
Responsibilities
Onboarding new customers with AML/KYC checks and ID verification, conducting proactive account reviews, managing queries via phone/email/chat, guiding customers on income allocation, liaising with government agencies, preparing and filing tax returns, supporting debt resolution
Seniority
Individual Contributor