Customer Support Agent - Freelance Project
Requirements at a glance
Customer Support Agent - Freelance Project at Meridial is a role based in Colombia. The posting mentions a high school diploma or GED. It does not mention visa sponsorship. Key skills include CRM and Customer service. Applications are submitted through Greenhouse.
- Education
- High school diploma or GED (mentioned)
- Visa sponsorship
- Not mentioned in the posting
- Application platform
- Greenhouse
Skills in this posting
- CRM
- Customer service
Extracted automatically from the job description. Confirm details in the full posting below.
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
- Type: Hourly
- Rate: $5/hour
Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level