Customer Support Representative (financial background)

Hirehangar
Cape Town +8 more
RemoteCareer-pivot friendly

Who this role is best for

Financial professionals with transaction accuracy skills will find this remote customer support role with compliance-focused responsibilities

Best fit for

  • Individuals with financial services experience and comfort handling large sums of money
    — “Proven customer support experience within financial services, fintech, banking, or payments”
  • Candidates who can maintain precision with high-value money movements and compliance protocols
    — “Support and monitor high-value transactions and money movements, including seven-figure sums, with strict attention to accuracy and compliance”
  • Professionals with strong written communication skills and ability to document complex processes
    — “Document all interactions, resolutions, and recurring issues thoroughly in the support system”

Things to consider

  • Must be available to work during U.S. business hours despite being based in multiple global locations
    — “Availability to work during U.S. business hours”
  • Fully remote work is required, with no mention of in-person collaboration or on-site expectations
    — “Ability to work independently in a fully remote environment”

How to stand out

  • Highlight experience with financial transaction reconciliation and fraud detection in your resume
    — “Identify, flag, and escalate suspicious activity, potential fraud, or transaction discrepancies”
  • Emphasize your track record with handling high-value payments and cashback systems
    — “Support and monitor high-value transactions and money movements, including seven-figure sums”
  • Showcase your ability to collaborate across teams like finance and risk in your interview responses
    — “Collaborate with finance, risk, and product teams to resolve complex cases”
  • Demonstrate proficiency with ticketing systems and CRM tools in your application materials
    — “Comfortable working with ticketing systems, CRMs, and internal financial tools”
  • Include examples of building internal knowledge bases or improving support workflows
    — “Contribute to the internal knowledge base by capturing common fixes, FAQs, and workflow improvements”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • resolved payment and transaction issues
  • supported high-value money movements
  • escalated suspicious activity
Typical background
financial services experiencecustomer support experiencestrong financial acumen

Skills & requirements

Required

Customer ServiceFinancial ServicesPayment ProcessingFraud PreventionAccount ReconciliationCommunicationAttention To DetailTicketing SystemsCRM Management

Preferred

AMLKYCE-commerceDigital Gift Card PlatformsExcelGoogle Sheets

Stack & domain

Customer SupportFinancial ServicesFintechBankingPaymentsCashback RewardsGift Card PurchasesRefundsAccount BalancesAMLKYCFraud PreventionSupport PlatformsTicketing SystemsCrmsInternal Financial ToolsExcelGoogle SheetsAttention To DetailSound JudgmentProfessionalismEmpathyClear Communication

About the role

Original posting from Hirehangar via Ashby

Join Hire Hangar and work with fast-growing global companies while building a long-term career.

Role Overview

We are looking for a detail-oriented Customer Support Representative with a strong financial background to join a fast-growing U.S.-based fintech company. The company offers a cashback and payments app that lets users earn money back on everyday purchases by buying instant digital gift cards at checkout. In this role, you will support customers and partners on account, payment, and transaction inquiries, including high-value money movements, and deliver accurate, timely resolutions that build trust in the platform. If you are comfortable handling large sums with precision and care and you thrive in a fast-paced, customer-first environment, we want to hear from you.

What You'll Do

  • Respond to inbound customer inquiries via email, chat, and ticketing platform with accurate, timely, and professional resolutions.
  • Investigate and resolve issues related to payments, cashback rewards, gift card purchases, refunds, and account balances.
  • Support and monitor high-value transactions and money movements, including seven-figure sums, with strict attention to accuracy and compliance.
  • Identify, flag, and escalate suspicious activity, potential fraud, or transaction discrepancies to the appropriate internal teams.
  • Reconcile transaction records and verify payment details to make sure customer accounts are accurate and up to date.
  • Document all interactions, resolutions, and recurring issues thoroughly in the support system.
  • Collaborate with finance, risk, and product teams to resolve complex cases and improve support processes.
  • Contribute to the internal knowledge base by capturing common fixes, FAQs, and workflow improvements.
  • Maintain a high standard of professionalism, empathy, and clear communication throughout the customer journey.

Required Qualifications

  • Proven customer support experience within financial services, fintech, banking, or payments.
  • Demonstrated experience handling large money movements, including seven-figure transactions, with a high degree of accuracy.
  • Strong understanding of payment processing, transaction flows, refunds, chargebacks, and account reconciliation.
  • Excellent attention to detail and sound judgment when handling sensitive financial information.
  • Proficient written and verbal English communication skills.
  • Comfortable working with ticketing systems, CRMs, and internal financial tools.
  • Ability to work independently in a fully remote environment and manage a steady volume of inquiries.
  • Availability to work during U.S. business hours.

Nice to Have

  • Familiarity with AML, KYC, and fraud prevention practices.
  • Experience with support platforms such as Zendesk, Intercom, Freshdesk, or similar.
  • Background in e-commerce, rewards programs, or digital gift card platforms.
  • Working knowledge of Excel or Google Sheets for transaction tracking and reporting.

Please NOTE It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps — the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.

We connect top talent with vetted employers, competitive pay, and real growth opportunities.

Source: Hirehangar careers (Ashby)

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