Customer Support Agent - Freelance Project

Benefits

Parental leave

Not verified

Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source

Seniority

Mid From the posting source

Schedule

Shift type

Not verified

Weekend work

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Company

Equity

Offered From the posting source

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Customer Support Agent - Freelance Project Colombia Customer Support Agent About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job Overview We are looking for a, customer-oriented support agent fluent in English. This role requires addressing customer inquiries via phone, email, and live chat, focused on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. While prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not mandatory. Key Responsibilities Provide prompt, accurate, and 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's 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. Qualifications: 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

Read the full description at job-boards.eu.greenhouse.io. FewerJobs shows a preview and links to the original posting.