Retirement Plan Support Specialist

1 week ago

Barcelona, Philippines beBeeSupport Full time ₱18,000 - ₱25,000
Job Overview

We are seeking a highly skilled support professional to join our dynamic team. As a key member, you will address customer inquiries via phone, email, and live chat, focusing on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.

This role requires strong communication skills, with the ability to deliver accurate guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans). You will utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.

The ideal candidate will possess previous customer service experience, ideally within technical support or financial services, and be familiar with retirement plans or financial account management (401k, IRA).

  • 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.
Required Skills and 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.
About Us

We are a company that utilizes AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

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