Customer Service Specialist

1 day ago

Mabalacat, Central Luzon, Philippines beBeeRetirement Full time $20,000 - $26,000
About the Role

We are seeking a skilled Customer Support Agent to join our team.

This role requires addressing customer inquiries via phone, email, and live chat, focused on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. Prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial but not mandatory.

Key Responsibilities:
  • Provide 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.
  • Deliver accurate guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans).
  • Troubleshoot technical issues and escalate complex cases as needed.
  • Utilize internal CRM systems for tracking, managing, and resolving customer interactions.
  • Collaborate with internal teams to escalate issues efficiently and improve customer service.
Requirements:
  • High school diploma or equivalent; a degree in Business, Finance, or IT is a plus.
  • 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.
Work Arrangements:

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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