
Customer Support Specialist
2 days ago
We are seeking a highly skilled Customer Service Representative to join our team. This role involves providing exceptional support to clients via phone, email, and live chat.
The ideal candidate will have strong communication skills, be able to work independently, and have experience in technical support or financial services.
Key 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.
- Collaborate with internal teams to escalate issues efficiently and improve customer service.
- 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.
This is a remote position, requiring the ability to work 45-50 hours per week, 9-6pm US-ET. Must be able to work US-East Coast/New York Time Zone.
Compensation:- Type: Hourly
- Rate: $5/hour
Employment type: Contract
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