
Customer Service Specialist
1 day ago
As a dedicated customer support specialist, you will play a pivotal role in ensuring a seamless experience for English-speaking customers.
This position requires addressing customer inquiries via phone, email, and live chat, with a focus on technical troubleshooting, account integrations, activations/deactivations, and retirement plan support.
Key Responsibilities- Deliver prompt, accurate support to customers via phone, email, and live chat, fostering a positive experience.
- Collaborate with internal teams to escalate complex issues efficiently and enhance customer service.
- Provide assistance with account activation, integration troubleshooting, and product-related inquiries.
- Offer guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans) while ensuring accuracy and compliance.
- Utilize Zendesk, Aircall, and CRM systems for tracking, managing, and resolving customer interactions.
- Bachelor's degree or higher; a background in Business, Finance, or IT is highly desirable.
- Fluent in English, with exceptional verbal and written communication skills.
- Previous customer service experience, preferably in technical support or financial services.
- Familiarity with retirement plans or financial account management 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 independently and collaboratively as part of a remote team.
We offer a competitive compensation package and a dynamic work environment that fosters growth and development.
Our team is committed to providing exceptional customer service and supporting each other's success.
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