Customer Support Agent (Fluent in Spanish) - Freelance Project

About this role

<p> </p> <p><strong>Customer Support Agent (Bilingual: English<>Spanish)</strong></p> <p><span style="font-weight: 400;">The Business Context</span></p> <p><span style="font-weight: 400;">You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as a way to unlock your screen. But here’s what AI may be able to help the world with: finding medical diagnoses, teaching you about scientific research, and calculating the complexities of any function. </span></p> <p><span style="font-weight: 400;">But, like humans, algorithms are what they eat. They’re only as good as the rules they know and the data they’re trained on. We’re the team that helps model these behaviors.</span></p> <p><strong>About the Role</strong><strong><br></strong>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.</p> <p><strong>Job Overview</strong><strong><br></strong>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. While prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not mandatory.</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Provide prompt, accurate, and bilingual support via phone, email, and live chat, ensuring a positive experience for both English and Spanish-speaking customers.</li> <li>Assis