Dedicated Customer Service Representative
7 days ago
We are seeking a dedicated Customer Support Agent to join our team. This role involves providing exceptional support to customers via phone, email, and live chat.
The ideal candidate will possess strong communication skills, be fluent in English, and have prior experience in customer service, preferably in the technical support or financial services sector.
Responsibilities include addressing customer inquiries, troubleshooting technical issues, and escalating complex cases as needed. The selected individual will also be required to utilize various CRM systems for tracking and managing customer interactions.
Key Responsibilities:- Provide prompt and accurate support to customers via multiple channels.
- 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.
- Previous customer service experience, ideally within technical support or financial services.
- Familiarity with retirement plans or financial account management is advantageous.
- Proficiency in Zendesk and Aircall is preferred.
- Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.
45-50 hours per week, 9-6pm US-ET. Must be able to work US-East Coast/New York Time Zone.
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