Technical Support Specialist
2 days ago
Support our clients with their retirement plan inquiries and technical issues via phone, email, or live chat.
Key Responsibilities:- Deliver excellent customer service to English-speaking clients.
- Assist with account activation, integration troubleshooting, and product-related inquiries.
- Provide accurate guidance on client retirement plan offerings (401k, IRA, 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.
- High school diploma or equivalent; a degree in Business, Finance, or IT is beneficial.
- Fluent in English, with strong verbal and written communication skills.
- Previous customer service experience, ideally within technical support or financial services.
- Familiarity with retirement plans or financial account management (401k, IRA) is advantageous.
- Proficiency in Zendesk and Aircall is preferred.
- Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.
- High attention to detail and ability to work both independently and as part of a remote team.
- Must pass a background check.
45-50 hours per week, 9-6pm US-ET. Must be able to work US-East Coast/New York Time Zone.
Compensation:- Hourly Rate: $5/hour
Employment type: Contract, Workplace type: Remote, Seniority level: Entry Level
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