Customer Support Agent - Freelance Project

Location: Chile

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. The role requires addressing customer inquiries via phone, email, and live chat, focusing on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. Prior experience in retirement plans (401(k), IRA, Profit Sharing Plans) is beneficial but not mandatory.

Key Responsibilities

- Provide prompt, accurate 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 clients’ retirement plan offerings (401(k), IRA, Profit Sharing Plans).
- Troubleshoot technical issues and elevate complex cases as needed.
- Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.




- Collaborate with internal teams to efficiently resolve issues 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.
- Prior customer service experience, ideally within technical support or financial services.
- Familiarity with retirement plans or financial account management (401(k), 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 independently and as part of a remote team.
- Must pass a background check.

Work Hours

45-50 hours per week, 9-6 pm US‑ET.

Must be able to work US‑East Coast/New York Time Zone.

Compensation

- Type: Hourly
- Rate: $5 per hour

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level

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📌 Customer Support Agent - Freelance Project (Chile)
🏢 Meridial
📍 Chile