Retirement Plan Support Specialist

15 hours ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeSupport Full time $16,000 - $20,000
Customer Support Representative Opportunity

We are seeking a customer-focused support professional fluent in English to join our team.

This role requires addressing customer inquiries via phone, email, and live chat, centered around 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 English-speaking 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 Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
  • Collaborate with internal teams to escalate issues efficiently and improve customer service.
Qualifications
  • 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 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.

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