Retirement Support Specialist
1 week ago
Support customers by addressing inquiries via phone, email, and live chat. Key responsibilities include providing prompt support, assisting with account activation and troubleshooting, and delivering accurate guidance on retirement plans.
Previous customer service experience, ideally within technical support or financial services, is beneficial. Familiarity with retirement plans or financial account management (401k, IRA) is advantageous.
Key Responsibilities- Provide excellent support to English-speaking customers via phone, email, and live chat.
- 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.
- 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.
- Strong problem-solving, organizational, and multitasking skills.
- Familiarity with Zendesk and Aircall is preferred.
- Excellent attention to detail and ability to work both independently and as part of a remote team.
Full-time position, 45-50 hours per week, with flexible scheduling. Must be able to work US-East Coast/New York Time Zone.
Compensation- Type: Hourly
- Rate: $5/hour
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