Customer Support Agent

• Provide prompt, accurate support via phone, email, and live chat for English-speaking customers
• Assist with account activation, integration troubleshooting, and product-related inquiries
• Provide guidance on clients' retirement plan offerings, including 401k, IRA, and Profit Sharing Plans
• Troubleshoot technical issues and escalate complex cases
• Use Zendesk, Aircall, and internal CRM systems to track, manage, and resolve customer interactions
• Collaborate with internal teams to escalate issues and improve customer service

• High school diploma or equivalent
• 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
• Must be able to work US-East Coast/New York Time Zone
• Able to work 45–50 hours per week

• Remote work
• Contract engagement
• Hourly compensation