
Retirement Plan Support Specialist
2 weeks ago
We are seeking a highly skilled customer service representative to join our team. In this role, you will provide exceptional support to English-speaking customers via phone, email, and live chat.
- Main Responsibilities:
- Respond to customer inquiries in a prompt and accurate manner
- 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
Key Requirements:
- A high school diploma or equivalent is required; a degree in Business, Finance, or IT is an asset
- You must be fluent in English, with strong verbal and written communication skills
- Previous customer service experience, preferably in technical support or financial services, is essential
- Familiarity with retirement plans or financial account management (401k, IRA) is beneficial
- Proficiency in Zendesk and Aircall is preferred
Work Arrangements:
- Working hours: 45-50 hours per week
- Working schedule: 9am-6pm US-East Coast/New York Time Zone
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