Senior Customer Support Assistant / Service Data Coordinator

Role Description The Senior Customer Support Assistant / Service Data Coordinator is a part-time, remote role responsible for supporting brokers, finance partners, and internal teams with accurate, timely service information. Day-to-day tasks include responding to customer and partner inquiries, updating client and account records, tracking onboarding progress, and coordinating service data across systems to ensure transparency of client status and commissions. The role also involves handling routine customer support requests, managing documentation related to “dead files” and stacked accounts, and escalating complex issues to senior staff when needed. This position may assist in preparing basic reports, supporting sales and training activities, and contributing to process improvements that enhance the overall customer experience.

Qualifications

• Candidates should possess strong Customer Service and Communication skills to handle inquiries, provide clear updates, and maintain professional relationships.
• Candidates should possess Sales and Training skills to support partner education, explain services, and assist in onboarding and revenue-generating activities.
• Candidates should possess Stock Control or data coordination skills to manage account information, track client statuses, and maintain accurate records.
• Candidates should have proficiency with office software and CRM or database tools, with strong attention to detail and organizational skills.
• Candidates should be able to work independently in a remote environment, manage part-time hours effectively, and prioritize tasks in a fast-paced finance setting.
• Candidates with experience in financial services, lending, MCA, or related industries, and a high school diploma or equivalent (post-secondary education preferred) will be highly regarded.