Customer Support Agent

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 Pl...