Customer Support Agent - Freelance Project

PhilippinesOn-site

Responsibilities

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.

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
experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not mandatory. Key Responsibilities
experience for English speaking customers.
High school diploma or equivalent; a degree in Business, Finance, or IT is a plus.
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.
High attention to detail and ability to work both independently and as part of a remote team.
Must pass a background check. Hours:

Must be able to work US-East Coast/New York Time Zone Compensation Type: Hourly Rate: $5/hour

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
Provide prompt, accurate, and support via phone, email, and live chat, ensuring a positive
Assist with account activation, integration troubleshooting, and product-related inquiries.
Fluent in English, with strong verbal and written communication skills.
Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.