Careers / Operations & Customer Success

Client Services Representative

Be the frontline ambassador for our clients by providing exceptional support, troubleshooting platform issues, and offering insightful financial guidance.

Department
Customer Success / Operations
Location
San Antonio, TX
Department
Full-Time

Key Responsibilities

  • Serve as the primary point of contact for customer inquiries.
  • Provide timely solutions and escalate issues as needed.
  • Gather user feedback to help improve the platform.

Qualifications

  • Excellent communication skills and a customer-first attitude.
  • Prior experience in customer service, preferably in fintech.
  • Ability to multitask and thrive in a fast-paced environment.

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