, disrupting traditional financing with an innovative
peer-to-peer (P2P) financing platform
. As they scale up operations, they seek a dedicated and versatile talent to drive
both exceptional customer experiences and robust operational processes
.
Position Overview:
The
Customer & Operations Specialist
will play a
dual-role
, contributing equally to the
customer service function and the operational efficiency
of the platform. You will ensure seamless user experiences for both investors and issuers while maintaining high operational standards through collaboration with internal and external stakeholders. Reporting to the
Head of Customer Service & Operations
, this role is ideal for someone who thrives on solving problems, enhancing processes, and building strong user relationships in a fast-paced fintech environment.
Key Responsibilities:Customer Service Responsibilities (50%)
Serve as the
main point of contact for users
(investors and issuers) via email, phone, and chat.
Address customer inquiries, troubleshoot issues, and ensure
timely resolution
.
Build and maintain
positive, long-term relationships
with platform users.
Educate customers on the platform's services, policies, and features.
Capture customer feedback and trends to drive continuous improvement in user experience.
Manage complaints professionally and escalate complex cases appropriately.
Operations Responsibilities (50%)
Execute daily operational tasks:
transactions processing, user onboarding, and account management
.
Ensure
workflow accuracy, efficiency, and regulatory compliance
.
Coordinate with internal teams (Finance, Compliance, Tech) and third-party service providers (payment gateways, etc.).
Support reporting activities: data management, KPI tracking, and preparation of reports.
Assist with
, ideally within fintech, P2P financing, or financial services.
Strong interpersonal skills with a
service-first mindset
.
Analytical, detail-oriented, and highly organized.
Confident working across departments to resolve issues and optimize processes.
Familiar with compliance obligations in financial services is advantageous.
Proficiency in CRM tools, Microsoft Office, and operations software.
Strong communication skills in