Financial Services Retirement Plan Support Specialist

3 days ago

Manila, National Capital Region, Philippines beBeeSupport Full time $40,000 - $52,000
Job Description

We are seeking a skilled Customer Support Specialist to join our team. As a key member of our support team, you will play a critical role in providing exceptional customer service and ensuring the satisfaction of our clients.

This role is part of a dynamic team supporting the latest AI-driven technology in the financial services industry. You will be helping clients manage and optimize their retirement plans.

Responsibilities
  • Provide prompt and accurate support via phone, email, and live chat to ensure a positive experience for customers.
  • Assist with account activation, integration troubleshooting, and product-related inquiries.
  • Deliver accurate guidance on client retirement plan offerings, including 401k, IRA, and Profit Sharing Plans.
  • Troubleshoot technical issues and escalate complex cases as needed.
  • Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.

You will work collaboratively with internal teams to escalate issues efficiently and improve customer service.

Requirements

To succeed in this role, you will need:

  • A high school diploma or equivalent; a degree in Business, Finance, or IT is an asset.
  • Fluent English language skills with strong verbal and written communication abilities.
  • Previous customer service experience, preferably within technical support or financial services.
  • Familiarity with retirement plans or financial account management is beneficial.
  • Proficiency in Zendesk and Aircall is preferred.
  • Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.
  • A high attention to detail and ability to work both independently and as part of a remote team.

Please note that you must pass a background check and work 45-50 hours per week in a US-East Coast/New York Time Zone schedule.

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