Customer Support Agent - Freelance Project

About this role

<p><strong>Customer Support Agent</strong></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, customer-oriented support agent fluent in English. 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 support via phone, email, and live chat, ensuring a positive experience for English speaking customers.</li> <li>Assist with account activation, integration troubleshooting, and product-related inquiries.</li> <li>Deliver accurate guidance on client's retirement plan offerings (401k, IRA, Profit Sharing Plans).</li> <li>Troubleshoot technical issues and escalate complex cases as needed.</li> <li>Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.</li> <li>Collaborate with internal teams to escalate issues efficiently and improve customer service.</li> </ul> <p><strong>Qualifications:</strong></p> <ul> <li> <ul> <li>High school diploma or equivalent; a degree in Business, Finance, or IT is a plus.</li> <li>Fluent in English, with strong verbal and written communication skills.</li> <li>Previous customer service experience, ideally within