Retirement Plan Support Representative

3 days ago

Manila, National Capital Region, Philippines beBeeCustomerService Full time $20,000 - $25,000
Job Overview

We are seeking a highly skilled customer service representative to address customer inquiries via phone, email, and live chat with a focus on retirement plan support account integrations activations/deactivations and technical troubleshooting.

Key Responsibilities
  • 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 including 401k IRA Profit Sharing Plans.
  • Troubleshoot technical issues and escalate complex cases as needed.
  • Utilize Zendesk Aircall and internal CRM systems for tracking managing and resolving customer interactions.
  • Collaborate with internal teams to escalate issues efficiently and improve customer service.
Qualifications
  • High school diploma or equivalent a degree in Business Finance or IT is an asset.
  • 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.
  • High attention to detail and ability to work both independently and as part of a remote team.
  • Must pass a background check.

This role requires addressing customer inquiries via phone email and live chat focused on retirement plan support account integrations activations/deactivations and technical troubleshooting. Prior experience in retirement plans 401k IRA Profit Sharing Plans is beneficial but not mandatory.

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