Customer Service & Admin Specialist at Amy Consulting

Key Responsibilities

Customer Service:

• Respond promptly to customer inquiries via phone, email, live chat, and in-app messaging.
• Troubleshoot account issues, payment concerns, and transaction errors in compliance with security and privacy regulations.
• Update and publish exchange rates across customer touchpoints (system, website and mobile app) to ensure accuracy and transparency.
• Maintain accurate, detailed records of all customer interactions in the CRM system.
• Collaborate with Compliance, Product, and Tech teams to resolve complex issues.

Customer Retention:

• Monitor user activity to identify at-risk customers and proactively implement engagement strategies.
• Execute retention campaigns, loyalty programs, and personalized outreach to high-value customers.
• Collect and analyze customer feedback to improve product experience and reduce churn.
• Prepare monthly retention reports for leadership, including churn trends and customer satisfaction metrics.

Admin Portal & Task Management:

• Manage customer accounts and records within the admin portal, ensuring accuracy and compliance.
• Oversee updates to customer profiles, account status, and verification documents.
• Monitor and resolve flagged transactions or suspicious activities through the admin system.
• Generate and review system reports for performance, compliance, and retention metrics.
• Collaborate with the product and tech teams to escalate and resolve portal-related issues.
• Ensure timely execution of assigned administrative tasks and follow established workflows.

Regulatory & Security Compliance:

• Ensure all customer interactions comply with AML/KYC, privacy laws, and company security policies.
• Report suspicious activity to the compliance team as required.

Engagement & Relationship Building:

• Build trust with customers through transparent communication and education about fintech products.
• Promote new features, updates, and financial literacy resources to increase product adoption.
• Encourage advocacy through referrals, testimonials, and reviews.

Tools & Technology:

• CRM Platforms: Salesforce, HubSpot, or Zendesk.
• Customer Support Tools: Intercom, Freshdesk, or LiveChat.
• Analytics & Reporting: Google Analytics, Tableau, or Power BI.
• Fintech Systems: Payment gateways, transaction monitoring tools, and fraud detection software.
• Collaboration Tools: Slack, Microsoft Teams, and Asana or Trello for task management.

Qualifications

Education & Experience:

• Post-secondary education in Business, Finance, Communications, or a related field.
• 2+ years of experience in customer service, account management, or retention roles within fintech, banking, or financial services.

Skills:

• Strong understanding of financial regulations and compliance (AML, KYC, PCI-DSS).
• Excellent communication and interpersonal skills.
• Analytical mindset for interpreting customer behavior and retention metrics.
• Proficiency in CRM systems and customer engagement platforms.
• Ability to remain calm under pressure and handle sensitive financial information with integrity.

Key Competencies

• Customer-centric with a deep understanding of the fintech landscape.
• Empathetic and solution-driven approach to problem-solving.
• High attention to detail and commitment to compliance.
• Adaptable to a fast-paced, tech-driven environment