About the job
Bilingual Customer Support Agent (Spanish & English)
Join a forward-thinking team that is at the forefront of integrating AI technology into the financial services sector. We are dedicated to empowering clients in managing and enhancing their retirement plans.
About the Role
We are seeking a passionate and bilingual Customer Support Agent fluent in both English and Spanish who is ready to assist customers via phone, email, and live chat. This role is centered around providing exceptional support for retirement plans, including account management and technical inquiries. While prior experience in retirement planning (401k, IRA, Profit Sharing Plans) is advantageous, it is not a prerequisite.
Key Responsibilities
- Deliver timely and accurate bilingual support through phone, email, and live chat to ensure a seamless experience for customers in both English and Spanish.
- Assist customers with account activations, integration troubleshooting, and inquiries related to our products.
- Provide precise guidance regarding clients' retirement plan options, including 401k, IRA, and Profit Sharing Plans.
- Identify and troubleshoot technical issues, escalating complex cases when necessary.
- Utilize systems such as Zendesk, Aircall, and our internal CRM to track, manage, and resolve customer interactions efficiently.
- Work collaboratively with internal teams to escalate issues and enhance customer service quality.
Qualifications:
- High school diploma or equivalent; a degree in Business, Finance, or IT is preferred.
- Bilingual fluency in Spanish and English, with excellent verbal and written communication skills in both languages.
- Experience in customer service is highly preferred.
