Customer Service Representative

2 days ago


Remote, India Turtle Finance Full time

**Responsibilities**:

- Managing day-to-day operations for Turtle - Scheduling calls between clients and advisors, managing trackers, etc.
- Attending to issues faced during the client's lifecycle; addressing member complaints in a compassionate and patient manner
- Resolve both routine and complex inquiries thoroughly and expeditiously, escalating to appropriate teams and individuals as required
- Collaborating with the rest of the team on a new member-centric initiative
- Proactively review the user journey, find and work upon areas of improvement
- Guiding members through their journey with Turtle from onboarding to managing their financial wellness membership
- Educating members on our tools and features to enhance adoption and retention
- Strive to achieve high member satisfaction by going above and beyond and delivering a ‘WOW’ member experience every time

**Qualification & Skills**:

- 1-3 years of experience in operations, customer success/service role in a financial services organisation
- Passionate about solving personal finance-related problems
- Excellent written and verbal communication skills and a strong command of the English language
- Collaborative and result-oriented
- Structured approach to thinking and execution
- Strong sense of service orientation and solution-driven approach

**Job Types**: Full-time, Permanent

Pay: ₹10,000.00 - ₹25,000.00 per month

Schedule:

- Rotational shift

Work Location: Remote

Expected Start Date: 15/07/2025



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