Customer Support Agent

Há 5 dias

São Paulo, Brasil Invisible Agency Tempo inteiro

**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**

**Key Responsibilities**
- 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 team.
- Must pass a background check.

**Hours**:
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
Workplace type: Remote
Seniority level: Entry Level

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