Customer Support Agent - Freelance Project

The role

Support clients managing and optimizing retirement plans using AI-driven technology. Address inquiries via phone, email, and live chat regarding account integrations, activations, 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 retirement plan offerings including 401k, IRA, and Profit Sharing Plans
• 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.