About the role
Customer Support Agent
About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.
Job Overview We are looking for a, customer-oriented support agent fluent in English. This role requires addressing customer inquiries via phone, email, and live chat, focused on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. While prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not mandatory.
Key Responsibilities • Provide prompt, accurate, and support via phone, email, and live chat, ensuring a positive experience for English speaking customers. • Assist with account activation, integration troubleshooting, and product-related inquiries. • Deliver accurate guidance on client's retirement plan offerings (401k, IRA, Profit Sharing Plans). • Troubleshoot technical issues and escalate complex cases as needed. • Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions. • Collaborate with internal teams to escalate issues efficiently and improve customer service.
Qualifications: • High school diploma or equivalent; a degree in Business, Finance, or IT is a plus. • Fluent in English, with strong verbal and written communication skills. • Previous customer service experience, ideally within technical support or financial services. • Familiarity with retirement plans or financial account management (401k, IRA) is advantageous. • Proficiency in Zendesk and Aircall is preferred. • Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment. • High attention to detail and ability to work both independently and as part of a remote team. • Must pass a background check.
Hours:
45-50 hours per week
9-6pm US-ET
Must be able to work US-East Coast/New York Time Zone
Compensation • Type: Hourly • Rate: $5/hour
Employment type: Contract Workplace type: Remote Seniority level: Entry Level
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