Customer Solutions Associate

Experience: 1 to 2 years

Location: Bengaluru

Skills: Excel, Power BI, data analysis, dispute management, customer service, communication, analytical skills

Company Overview
Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our cutting-edge applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

Position Overview
As a Customer Solutions Associate, you will support the dispute resolution and escalation management process within the Order-to-Cash (OTC) function. You will work as a key coordination point between internal teams and customers to ensure timely responses, accurate case handling, and continuous improvement of customer experience. This role is ideal for early-career professionals who are detail-oriented, eager to learn, and looking to build strong analytical and communication skills.

Key Responsibilities
Escalation & Dispute Support
Assist in managing escalations and dispute-related queries. Monitor and track priority account issues, ensuring timely follow-ups and minimizing customer impact.
Root Cause Analysis Assistance
Support root cause analysis activities by gathering data, reviewing case details, and identifying contributing factors. Collaborate with OTC, Sales, Legal, and other internal teams to support case resolution.
Customer Communication & Case Preparation
Prepare case summaries and documentation to enable clear and accurate communication with stakeholders. Participate in customer or internal discussions as needed to support dispute closure and relationship management.
Data Analysis & Reporting
Use Excel, Power BI, or other analytics tools to track dispute trends and performance metrics.




Process Improvement & Feedback
Identify recurring issues and share observations with senior colleagues for continuous improvement. Contribute to enhancements in dispute handling processes, documentation, and best practices.

Qualifications
Bachelor’s/Master's degree in Business, Finance, Accounting, or a related field. 1-2 years of experience in customer service, dispute management, collections, escalations, or OTC processes.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
• Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
• Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
• ESG: Benefit from paid time off for volunteering and donation matching.
• DEI: Participate in multiple DE&I; groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
*Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an setting where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra!

📌 Customer Solutions Associate (Bengaluru)
🏢 Finastra
📍 Bengaluru