
Customer Service Representative
2 days ago
We are seeking a customer support professional to provide timely and accurate assistance via phone, email, and live chat.
This role requires addressing customer inquiries, focusing on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.
Key Responsibilities- Deliver prompt, accurate support via phone, email, and live chat, ensuring a positive experience for customers.
- Assist with account activation, integration troubleshooting, and product-related inquiries.
- Provide guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans).
- Troubleshoot technical issues and escalate complex cases as needed.
- Utilize CRM systems for tracking, managing, and resolving customer interactions.
- Collaborate with internal teams to escalate issues efficiently and improve customer service.
- 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 CRM systems 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- Type: Hourly
- Rate: $5/hour
Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level
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