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 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

📌 Customer Support Agent (Chile)
🏢 Meridial
📍 Chile