
Financial Services Support Professional
4 days ago
We are seeking a skilled Support Specialist to join our dynamic team.
The ideal candidate will be responsible for providing top-notch support to customers via phone, email, and live chat. Strong communication skills and the ability to troubleshoot technical issues are essential.
This is an excellent opportunity for someone looking to launch their career in customer support or financial services.
About the Role
This full-time position requires a minimum of 45-50 hours per week with a flexible schedule between 9am-6pm US-ET. The ideal candidate must be available to work within the US-East Coast/New York Time Zone.
Responsibilities
- Provide prompt and accurate support to English-speaking customers via phone, email, and live chat.
- 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.
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.
- 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.
What We Offer
- Type: Hourly
- Rate: $5/hour
Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level
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