Customer Support Agent

This is a fully remote position, open to applicants in Chile.

📋 Description

• Deliver prompt and precise assistance through phone, email, and live chat for customers who speak English.

• Help with account activation, troubleshoot integration issues, and address product-related questions.

• Offer advice on clients' retirement plan options, including 401k, IRA, and Profit Sharing Plans.

• Diagnose technical problems and escalate more complicated cases as needed.

• Utilize Zendesk, Aircall, and internal CRM systems to monitor, manage, and resolve customer inquiries.

• Work collaboratively with internal teams to escalate issues and enhance customer service.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Proficient in English, possessing strong verbal and written communication abilities.

• Prior experience in customer service, particularly in technical support or financial services, is preferred.

• Knowledge of retirement plans or financial account management (401k, IRA) is a plus.

• Experience with Zendesk and Aircall is advantageous.

• Exceptional multitasking, problem-solving, and organizational skills in a dynamic environment.

• Strong attention to detail with the capability to work independently and as part of a remote team.

• Must successfully pass a background check.

• Availability to work in the US-East Coast/New York Time Zone.

• Willingness to work 45–50 hours per week.

🏝️ Benefits

• Opportunity for remote work.

• Engagement on a contract basis.

• Hourly compensation offered.