Tech Stack

Description

Provide bilingual (English/Spanish) customer support via phone, email, and live chat for a financial services client, focusing on retirement plan account management and technical troubleshooting. You'll help clients optimize their retirement plans while supporting AI-driven technology.

Requirements

• High school diploma or equivalent; degree in Business, Finance, or IT preferred
• Bilingual fluency in Spanish and English
• Previous customer service experience, ideally in technical support or financial services
• Familiarity with Zendesk and Aircall preferred
• Must pass a background check

Responsibilities

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