Customer Care Representative
Core
Primary point of contact for clients using the Yuh app to manage finances and investments, handling inbound/outbound calls and guiding users through financial products.
Role type
Customer Care Representative (Financial Services)
Builds
Yuh App (pay, save, investments)
Domain
Fintech / Personal Finance
Deliverable
client delivery
Required skills
telephone support, financial product knowledge, regulatory compliance, documentation, cross-functional collaboration
Responsibilities
Handle inbound and outbound phone calls (70–80% of daily activities), resolve client inquiries regarding pay, save, and investment features, guide clients through financial processes, document interactions in internal systems, collaborate with internal departments for service improvements.
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