Retirement Plan Support Specialist

2 weeks ago


Imus, Calabarzon, Philippines beBeeCustomer Full time $24,000 - $36,000
Customer Service Representative Opportunity

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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