Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 10 days ago

Customer Services Representative, Fintech

Atomic Invest7 open roles

Where
LATAM
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowCustomer Services Representative, FintechAtomic Invest · LATAM

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Atomic Invest's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.9%1 day
  2. 3.8%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.1%30 days
This job: posted 10 days ago

The posting

Customer Services Representative, Fintech

LATAM | Remote | Part-Time

About Atomic Vest

We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law.

About the role

We are seeking a Client Services Representative to take ownership of our day-to-day front-line support for retail investors, on a part-time (approximately 2–3 days per week, 40–60% FTE), contract basis. This is a tactical, execution-focused role — you will be the primary point of contact for incoming support tickets, investigating and resolving issues related to user accounts, money movements, and account applications.

You will come in, learn how our account and transaction processes work end-to-end, and apply Atomic's policies to determine the right course of action — whether that's identifying what documents are needed to move an application forward, determining what funds are due back to which bank account, or troubleshooting a delayed transaction. While this role is not responsible for building automations or operational improvements, we value team members who can spot patterns and speak up when they see opportunities to make our processes better.

This is a strong fit for someone with client-facing support experience, ideally in a brokerage, banking, or financial services environment, who is comfortable learning account-level and transaction-level detail and applying judgment within defined policies.

Atomic is a remote-first company. For this position, it means that you can work remotely from any part of LATAM.

Key Responsibilities

You will own the front-line support queue, investigating and resolving retail investor tickets related to accounts, money movements, and applications — applying Atomic's policies to determine the right action in each case.

- Respond to incoming support tickets, triaging by urgency and routing or resolving each within service-level expectations.

- Investigate account applications that are stalled or incomplete, determine what documentation or information is missing, and communicate next steps clearly to the investor.

- Review money movement requests (deposits, withdrawals, transfers) to verify funds are being returned to or drawn from the correct bank account, and resolve discrepancies before funds move.

- Troubleshoot account-level issues — balance questions, transaction status, holds, or delays — by investigating underlying account and transaction data and explaining outcomes to the investor in user-friendly language.

- Apply Atomic's policies consistently across cases, escalating edge cases or ambiguous situations to the appropriate internal team when a case falls outside defined policy.

- Maintain clean, accurate records of each ticket's investigation, resolution and rationale, so cases are auditable and consistent with how similar cases were handled previously.

- Identify and flag recurring pain points or inefficiencies in support workflows to the team where possible.

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

- Experience handling client inquiries in a support-focused software

Nice to Have

- Prior exposure to fintech, banking, or other adjacent environments

- Familiarity with Zendesk

- Experience prompting AI (e.g. Claude or ChatGPT) to investigate issues, conduct research, or create internal documents

Engagement Details

- Commitment: Part-time, 9AM-1PM EST, 5 days per week (20 hours, 50% FTE)

- Location: Remote - Open to candidates based anywhere in LATAM

- Structure: Fractional / contract engagement

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Atomic Invest's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Atomic Invest's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Atomic Invest's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.