Customer Support Agent (Fluent in Spanish) - Freelance Project
Core
Bilingual customer support agent handling inquiries via phone, email, and live chat for AI-driven financial services, focusing on retirement plan support and account troubleshooting.
Role type
Entry-level customer support agent (bilingual)
Builds
Customer support interactions for retirement plan optimization and account management
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Bilingual fluency in Spanish and English, phone/email/live chat support, account activation and integration troubleshooting, retirement plan knowledge (401k, IRA, Profit Sharing), Zendesk and Aircall proficiency, technical issue escalation
Preferred skills
Background in financial services or technical support, degree in Business/Finance/IT
Technologies
Zendesk, Aircall, internal CRM systems
Responsibilities
Provide prompt bilingual support across channels, assist with account activation and integration troubleshooting, deliver guidance on retirement plan offerings, troubleshoot technical issues and escalate complex cases, utilize CRM systems for tracking interactions, collaborate with internal teams to resolve issues
Seniority
Entry Level, hands-on IC