Customer Support Agent, Fluent in Spanish

This is a fully remote position, open to applicants in Colombia, +3 more countries.

📋 Description

• Deliver timely and precise bilingual support through phone, email, and live chat channels.

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

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

• Diagnose technical problems and elevate intricate cases as needed.

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

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

• Assist in supporting AI-driven technologies in the financial services sector, helping clients manage and optimize their retirement plans.

⛳️ Requirements

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

• Bilingual proficiency in Spanish and English, with strong verbal and written communication abilities in both languages.

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

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

• Familiarity with Zendesk and Aircall is preferred.

• Exceptional multitasking, problem-solving, and organizational skills in a fast-paced setting.

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

• Must successfully pass a background check.

• Must be able to work within the US-East Coast/New York Time Zone.

• Availability for 45–50 hours per week, from 9:00 a.m. to 6:00 p.m. US Eastern Time.

🏝️ Benefits

• Comprehensive health benefits.

• Opportunities for professional development.

• Flexible work environment.