Support Specialist Finance
Company:Tabeo Ltd.
Location:United Kingdom, GMT +/- 1
Languages:English
Seniority level:Junior, 2+ years
Experience:2+ years
Skills:
DocumentationCommunication SkillsAccountingAttention to detailOrganizational skillsWritten communicationMultitaskingComplianceFinancial analysisFinanceTroubleshootingTechnical supportCRMCustomer support
Requirements:
2+ years of prior experience in a customer support role, ideally at a fintech Experience with HubSpot or similar CRM/ticketing systems Comfortable handling both outbound and inbound customer calls and queries Excellent communication and writing skills Ability to engage with customers in any situation Highly organised, meticulous and able to work on multiple projects simultaneously Basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard searches)
Responsibilities:
Handle simple loan-related queries Triage refund requests and escalate unclear cases Meet SLA expectations for finance tickets Communicate refund timelines and progress to patients Communicate with empathy in difficult situations Escalate sensitive or regulatory complaints Write clear responses for finance queries Understand financing flows and key finance terms Navigate internal tools and follow documented processes Track refund requests end-to-end Recognise and escalate cases requiring FCA or compliance review Document refund actions accurately Flag process discrepancies
