Customer Support Agent (Fluent in Spanish) - Freelance Project

The role

You will provide bilingual support to clients managing retirement plans. You will address inquiries via phone, email, and live chat regarding account integrations, activations, and technical troubleshooting.

What you will do

• Provide prompt, accurate, and bilingual support via phone, email, and live chat
• Assist with account activation, integration troubleshooting, and product-related inquiries
• Deliver accurate guidance on client's retirement plan offerings
• Troubleshoot technical issues and escalate complex cases
• Utilize Zendesk, Aircall, and internal CRM systems
• Collaborate with internal teams to escalate issues

Required qualifications

• High school diploma or equivalent
• Bilingual fluency in Spanish and English
• Strong verbal and written communication skills in both languages
• Previous customer service experience
• Excellent multitasking, problem-solving, and organizational skills
• High attention to detail
• Ability to work both independently and as part of a remote team

Nice to have

• Degree in Business, Finance, or IT
• Familiarity with retirement plans or financial account management (401k, IRA)
• Proficiency in Zendesk and Aircall

Before you apply

• Must pass a background check

About the company

agency is a team that helps model AI behaviors for the financial services industry.