Customer Support Agent - Freelance Project
Core
Customer support agent handling inquiries via phone, email, and live chat for retirement plan management and account troubleshooting.
Role type
Entry-level customer support agent (freelance/contract)
Builds
Customer service interactions and technical support for retirement accounts
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
English fluency, customer service experience, technical troubleshooting, multitasking, problem-solving, Zendesk proficiency, Aircall proficiency
Preferred skills
Retirement plan knowledge (401k, IRA), financial account management experience, Business/Finance/IT degree
Technologies
Zendesk, Aircall, internal CRM systems
Responsibilities
Address customer inquiries via phone, email, and live chat; 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