Client Services Representative

Job Summary

Taking ownership of day-to-day front-line support for retail investors, the part-time Client Services Representative will respond to incoming support tickets, investigate account issues, and ensure compliance with company policies while working remotely from any part of LATAM.

Key Responsibilities

• Respond to incoming support tickets, triaging by urgency and resolving each within service-level expectations
• Investigate stalled or incomplete account applications, determining missing documentation and communicating next steps to investors
• Review money movement requests to verify funds are correctly managed and resolve discrepancies before transactions occur

Required Qualifications

• Approximately 2-3 years of client-facing experience in a finance, fintech, or tech company environment
• Solid understanding of basic troubleshooting of user accounts and data
• Highly organized, detail-oriented, and reliable with recurring tasks and deadlines
• Ability to work independently in a remote, part-time capacity
• Advanced-level English for collaboration with a global team