Customer Experience Agent
Core
Fully remote Customer Experience Agent supporting clients in a regulated FinTech environment by resolving account and trading queries, explaining financial products, and ensuring efficient processing of account-opening and funding requests.
Role type
Customer Experience Agent (Client Support)
Builds
Customer support interactions, account resolutions, and compliance documentation for a global FinTech client.
Domain
FinTech / Online Trading / Financial Services
Deliverable
client delivery
Required skills
Customer service, troubleshooting, product education, CRM/ticketing management, regulatory compliance, documentation, multi-channel communication, financial product knowledge, cross-functional collaboration
Preferred skills
Salesforce/Zendesk experience, financial markets/trading background, weekend/holiday shift flexibility
Technologies
Salesforce, Zendesk, CRM platforms, ticketing systems
Responsibilities
Provide responsive support via live chat, phone, and email; explain products and services; troubleshoot platform access and trading tools; manage account-opening and funding requests; maintain accurate records and documentation; follow regulatory and risk-management workflows; collaborate with a globally distributed team.
Seniority
Individual Contributor, entry to mid-level
