Customer Support Agent

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

📋 Description

• Deliver timely and precise support through phone, email, and live chat for English-speaking clients.

• Aid in account activation, troubleshooting integration issues, and addressing product-related questions.

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

• Diagnose technical problems and escalate more complex cases as necessary.

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

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

• Assist clients in managing and optimizing retirement plans through AI-powered financial services technology.

⛳️ Requirements

• High school diploma or its equivalent.

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

• Prior customer service experience, preferably in technical support or financial services.

• Understanding of retirement plans or financial account management (401k, IRA) is beneficial.

• Familiarity with Zendesk and Aircall is a plus.

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

• Keen attention to detail and the capacity to work both independently and as part of a remote team.

• Must successfully pass a background check.

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

• Capacity to work 45–50 hours per week.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote work options.

• Opportunities for professional development and career advancement.

• Competitive salary and performance-based bonuses.

• Supportive and inclusive team culture.