Customer Dispute Resolution

Key Responsibilities

• Conduct compliance reviews of customer complaints, analyzing account history, case notes, transaction records, and customer interactions to build a complete picture of each matter.
• Review and interpret assigned compliance and legal matters, escalating to compliance or legal staff when clarification is needed.
• Compile and organize research findings into clear, well-structured summaries for handoff to the compliance or subpoena team.
• Maintain meticulous records of research activities and document production status in the case management database.
• Collaborate with paralegals, attorneys, and cross-functional teams to gather complete information and resolve open questions.
• Support the subpoena team by researching and extracting documents responsive to legal requests across multiple internal platforms, including Salesforce and QuickBase.
• Safeguard the confidentiality of all legal and compliance matters in strict adherence to company policy.

Key Requirements and Technology Experience

• 2+ years of experience in a compliance, customer dispute resolution, or legal/investigative support role, preferably within a financial services, fintech, or SaaS company.
• Demonstrated experience conducting research across multiple systems and synthesizing findings into clear, organized deliverables.
• Preferred: Hands-on experience with Salesforce; ability to query and navigate records efficiently.
• Experience with regulatory compliance, consumer financial protection, or money movement services is a strong plus.
• Exceptional attention to detail and the ability to synthesize findings into a clear narrative.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and database tools like QuickBase.
• Strong written and verbal communication skills; able to summarize complex findings for diverse audiences.
• Excellent organizational and project management skills; able to manage multiple priorities under tight deadlines.
• High level of professionalism, self-motivation, and sound judgment in decision-making.

Our client is a leading IT Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.