Retirement Plan Support Specialist

2 weeks ago

Cabuyao, Calabarzon, Philippines beBeeCustomer Full time $208,000 - $262,800
Job Title

A customer-oriented support role focused on retirement plan support, account integrations, and technical troubleshooting.

  • We are looking for a candidate fluent in English with excellent communication skills.
Job Description

This position requires addressing customer inquiries via phone, email, and live chat. The ideal candidate will provide prompt, accurate support while ensuring a positive experience for customers.

The job involves assisting with account activation, integration troubleshooting, and product-related inquiries.

Candidates should have strong verbal and written communication skills, previous customer service experience, and familiarity with retirement plans or financial account management.

Proficiency in Zendesk and Aircall is preferred, but not mandatory.

Responsibilities
  1. Provide prompt, accurate support to customers via phone, email, and live chat.
  2. Assist with account activation, integration troubleshooting, and product-related inquiries.
  3. Deliver accurate guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans).
  4. Troubleshoot technical issues and escalate complex cases as needed.
  5. Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
Requirements
  • 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.
Benefits
  • Type: Hourly
  • Rate: $5/hour
  • Employment type: Contract
  • Workplace type: Remote
  • Seniority level: Entry Level

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