客户支持专员(金融科技与加密货币支付)
Customer Support Specialist (Fintech & Crypto Payments)
关于客户
我们正在帮助一家金融科技和数字资产行业的公司寻找一位经验丰富的客户服务专员,以支持其数字资产平台及相关加密货币支付卡的用户。
该公司在不断发展的金融科技领域运营,提供连接传统支付服务与加密货币和数字资产的数字金融解决方案。
随着业务的持续增长,他们正在寻找第一位专职的客户服务专员,负责处理客户咨询、解决问题,并帮助建立可靠、高质量的客户服务功能。
职位描述
我们正在寻找一位金融科技与加密货币支付客户服务专员,该职位需要结合出色的服务技能与对金融产品、数字平台、支付交易的深入了解,最好具备加密货币知识。
您将是使用该平台及其相关加密货币卡片的客户的首要联系人,帮助他们完成账户设置、验证、平台功能使用、卡片使用、支付、存款、取款及其他交易相关问题的解决。
大部分支持工作将通过实时聊天和书面沟通进行,当客户需要更详细或个性化的帮助时,偶尔会进行电话或视频通话。
作为该职能的首位成员,您需要负责处理所有客户案件并尽可能独立解决问题,遵循既定的标准操作流程和升级程序。
这不是一个普通的客服职位。我们寻找的是能够理解产品、调查问题、找到解决方案,并自信地引导客户处理财务和技术问题的人。
职位详情
投入时间:全职(每周40小时)
工作时间:固定巴哈马营业时间(东部时间)
地点:完全远程
合作方式:独立承包商
开始日期:尽快
月薪资:1,200 - 1,600美元(根据经验水平而定)
您将负责的工作
客户服务与平台支持
- 通过实时聊天、电子邮件和其他书面渠道成为客户咨询的主要联系人。
- 在问题需要更详细或个性化帮助时处理电话或视频通话。
- 指导客户完成账户创建、注册、验证和一般平台导航。
- 帮助客户有效理解和使用平台的功能和服务。
- 调查客户的问题
查看英文原文
About the Client
We're helping a company in the fintech and digital assets industry find an experienced Customer Support Specialist to support users of its digital assets platform and associated crypto payment card.
The company operates within the evolving financial technology space, providing digital financial solutions that connect traditional payment services with cryptocurrency and digital assets.
As the business continues to grow, they're looking for their first dedicated Customer Support Specialist to take ownership of incoming customer inquiries, resolve issues, and help establish a reliable, high-quality customer support function.
The Role
We're looking for a Customer Support Specialist – Fintech & Crypto Payments who combines excellent customer service skills with a strong understanding of financial products, digital platforms, payment transactions, and ideally cryptocurrency.
You'll be the first point of contact for customers using the platform and its associated crypto card, helping them navigate account setup, verification, platform functionality, card usage, payments, deposits, withdrawals, and other transaction-related concerns.
The majority of support will be handled through live chat and written communication, with occasional phone or video calls when customers require more hands-on assistance.
As the first person joining this function, you'll be expected to take ownership of incoming cases and resolve issues independently wherever possible, following established SOPs and escalation procedures.
This is not a generic customer service role. We're looking for someone who can understand the product, investigate problems, identify solutions, and confidently guide customers through financial and technical issues.
Role Details
Commitment: Full-Time (40 hours/week)
Working Hours: Fixed Bahamas business hours (Eastern Time)
Location: Fully Remote
Engagement: Independent Contractor
Start Date: ASAP
Monthly Rate: US$1,200 - $1,600 (Depending on level of experience)
What You'll Do
Customer Support & Platform Assistance
- Serve as the primary point of contact for incoming customer inquiries through live chat, email, and other written channels.
- Handle phone or video calls when issues require more detailed or personalized assistance.
- Guide customers through account creation, onboarding, verification, and general platform navigation.
- Help customers understand and use the platform's features and services effectively.
- Investigate customer concerns, identify underlying issues, and provide accurate, timely resolutions.
- Take ownership of cases from initial contact through resolution, escalating only when necessary and in line with established SOPs.
- Maintain professional, clear, and reassuring communication throughout the customer journey.
Crypto Card & Payment Support
- Assist customers with crypto card issuance, activation, linking, and usage.
- Troubleshoot Visa card-related issues, including declined or failed transactions, card connections, and payment concerns.
- Help customers understand transaction statuses, payment processes, and common reasons for unsuccessful transactions.
- Support customers with deposits, withdrawals, transfers, balances, and account-related transactions.
- Investigate transaction discrepancies and coordinate with internal teams where additional support is required.
- Provide clear guidance while maintaining accuracy when handling financial and transactional information.
Account Verification & Issue Resolution
- Guide customers through relevant KYC, identity verification, and account-related procedures.
- Troubleshoot common account access, verification, and platform issues.
- Independently investigate and resolve incoming cases using available tools, resources, and established procedures.
- Recognize when issues require escalation to operations, compliance, payments, or technical teams.
- Maintain ownership of the customer experience even when other teams are involved in resolving a case.
- Handle sensitive customer information with appropriate care, discretion, and confidentiality.
Support Operations & Continuous Improvement
- Accurately document customer inquiries, troubleshooting steps, actions taken, and resolutions in internal systems.
- Follow established SOPs while identifying opportunities to improve support processes and customer communication.
- Help build and refine the customer support function as the company's first dedicated support specialist.
- Identify recurring issues, customer pain points, and potential gaps in the platform experience.
- Share feedback and recommendations with relevant internal teams.
- Stay informed about platform functionality, crypto card processes, internal procedures, and product updates.
What We're Looking For
Must-Haves
- At least 3 years of experience in customer support, client services, or client operations, preferably within fintech, financial services, digital banking, payments, or cryptocurrency.
- Direct experience supporting customers using financial products, payment cards, or digital financial platforms.
- Strong understanding of card payments and common transaction issues, including declined payments, failed transactions, card activation, and payment troubleshooting.
- Familiarity with customer onboarding, account verification, KYC, and transaction-related support processes.
- Strong written and spoken English, with the ability to explain financial or technical issues clearly and professionally.
- Experience handling customer inquiries through live chat, email, or other written communication channels.
- Confidence communicating with customers through phone or video calls when required.
- Strong troubleshooting skills and the ability to independently investigate and resolve customer concerns.
- Ability to follow SOPs, exercise sound judgment, and recognize when escalation is necessary.
- Excellent attention to detail, particularly when dealing with financial transactions and sensitive customer information.
- Strong organizational skills and the ability to manage multiple incoming cases while maintaining quality and responsiveness.
- A proactive, resourceful, and customer-focused approach to problem-solving.
- Familiarity with cryptocurrency and digital assets, whether through professional experience or personal use.
Nice-to-Haves
- Professional experience supporting a cryptocurrency exchange, wallet provider, crypto card, trading platform, or digital assets business.
- Experience supporting Visa/Mastercard-linked financial products or payment cards.
- Familiarity with cryptocurrency wallets, exchanges, deposits, withdrawals, and on-chain transactions.
- Experience in payments operations, trading operations, financial-services operations, or client operations.
- Experience supporting B2C financial products.
- Familiarity with customer support platforms such as Intercom, Zendesk, Freshdesk, Salesforce, or similar tools.
- Experience using ticketing systems, knowledge bases, and internal escalation workflows.
- Understanding of blockchain and cryptocurrency concepts.
- Experience coordinating with compliance, risk, fraud, payments, or technical teams.
- Previous experience helping establish or improve a customer support function.
Ideal Candidate Profile
You're someone who genuinely enjoys helping customers but also has the technical curiosity and financial-product knowledge needed to investigate and resolve problems.
You're comfortable explaining how digital financial platforms work, guiding customers through account and transaction issues, and troubleshooting payment card concerns. You don't simply pass difficult questions to another team—you investigate, follow the appropriate procedures, and take ownership of the issue through to resolution.
Ideally, you've worked professionally within a crypto or digital assets environment. However, we're also open to strong candidates from fintech, digital banking, or payments who have a solid understanding of cryptocurrency through personal use.
As the first dedicated customer support hire, you're comfortable working independently, following established processes, and helping shape how the function develops.
Most importantly, you're resourceful, detail-oriented, calm under pressure, and committed to delivering an excellent customer experience.
Why Join?
- Join a growing business operating at the intersection of fintech, digital assets, and payment technology.
- Become the company's first dedicated Customer Support Specialist and play an important role in developing the function.
- Gain hands-on exposure to digital financial products, crypto cards, payment processes, and platform operations.
- Take meaningful ownership of customer cases rather than working within a narrowly defined support function.
- Collaborate directly with operations, compliance, payments, and technical teams.
- Work remotely in a role that values independence, initiative, and problem-solving.
Recruitment Process
- Initial Interview with Bamboo Works
- Client Interview
- Offer & Onboarding
Originally posted on Himalayas