Senior Customer Experience Representative

1 week ago


Manila, National Capital Region, Philippines beBeeCustomerSupport Full time $10,000 - $20,000
Job Title

We are seeking a customer service professional fluent in English. This role involves addressing customer inquiries via phone, email, and live chat, focused 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 (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.
Requirements
  • A high school diploma or equivalent is required; a degree in Business, Finance, or IT is preferred.
  • 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 beneficial.
  • Proficiency in Zendesk and Aircall is desired.
  • 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.
  • A background check is mandatory.
About the Role

This position offers the opportunity to join a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.



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