Tech Stack

Description

You will provide bilingual customer support via phone, email, and live chat for a fintech company specializing in retirement plans. Your role involves helping customers with account setup, troubleshooting, and product inquiries, ensuring a seamless experience.

Requirements

• High school diploma or equivalent
• Bilingual fluency in Spanish and English
• Previous customer service experience, ideally in tech or financial services
• Proficiency in Zendesk and Aircall preferred
• Must pass a background check

Responsibilities

• Provide bilingual support via phone, email, and chat
• Assist with account activation and integration troubleshooting
• Deliver accurate guidance on retirement plan offerings (401k, IRA)
• Troubleshoot technical issues and escalate complex cases
• Use Zendesk, Aircall, and CRM systems to manage interactions