Customer Support Agent

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

📋 Description

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

• Aid in account activation, troubleshoot integration issues, and address product-related queries.

• Offer insights on client retirement plan options, such as 401k, IRA, and Profit Sharing Plans.

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

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

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

• Assist clients in managing and optimizing retirement plans using AI-driven financial services technology.

⛳️ Requirements

• High school diploma or equivalent; a degree in Business, Finance, or IT is advantageous.

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

• Prior experience in customer service, 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 preferred.

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

• Keen attention to detail and capability to work independently as well as part of a remote team.

• Must successfully complete a background check.

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

• Willingness to work 45-50 hours per week, from 9 AM to 6 PM US-ET.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Flexible work arrangements and a supportive remote work environment.

• Opportunities for professional development and career advancement.

• Employee discounts on financial services products.