Found Description
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. Prior experience with retirement plans (401k, 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 client retirement plan offerings (401k, IRA, ...
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