Customer Support Agent
hace 1 semana
Overview Customer Support Agent - (Fluent in Spanish) – Bilingual: English/Spanish. Become part of a dynamic team supporting AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job Overview: We are looking for a bilingual, customer-oriented support agent fluent in English and Spanish. This role requires addressing customer inquiries via phone, email, and live chat, focused on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. Prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial but not mandatory. Responsibilities Provide prompt, accurate, and bilingual support via phone, email, and live chat, ensuring a positive experience for both English- and Spanish-speaking customers. Assist with account activation, integration troubleshooting, and product-related inquiries. Deliver accurate guidance on clients’ 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. Bilingual fluency in Spanish and English, with strong verbal and written communication skills in both languages. 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. Job Details Remote – Preferred locations: Costa Rica, Belize, Mexico 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 #J-18808-Ljbffr
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