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Customer Support Agent - Freelance Project

External
agency logoAgency · Philippines
Full-timeOn-site4mo ago
CRM
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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.

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.

Requirements

  • 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

Benefits

Type: HourlyRate: $5/hourEmployment type: ContractWorkplace type: RemoteSeniority level: Entry Level401(k)Remote work options

Additional Information

Customer Support Agent

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