Customer Support Agent - Freelance Project

The role

This person will provide support via phone, email, and live chat for AI-driven technology in the financial services industry. The role focuses on retirement plan support, account integrations, and technical troubleshooting.

What you will do

• Provide support via phone, email, and live chat for English speaking customers.
• Assist with account activation, integration troubleshooting, and product-related inquiries.
• Deliver guidance on client 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
• Fluent in English, with strong verbal and written communication skills
• 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
• Must pass a background check

Nice to have

• Degree in Business, Finance, or IT
• Experience within technical support or financial services
• 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 supporting AI-driven technology in the financial services industry.