The Customer Support Agent will deliver responsive and accurate support to English-speaking customers via phone, email, and live chat, focusing on retirement plan services, account integrations, and technical troubleshooting. This is an entry-level freelance contract position at Invisible Technologies, serving clients in the financial services industry powered by AI-driven technology.
What You'll Do
- 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.
What We're Looking For
- High school diploma or equivalent
- Fluent in English, with strong verbal and written communication skills
- Must be able to work US-East Coast/New York Time Zone
- Must pass a background check
- Available to work 45-50 hours per week
- Available to work 9-6pm US-ET
Nice to Have
- Degree in Business, Finance, or IT
- Previous customer service experience, ideally within technical support or financial services
- Familiarity with retirement plans or financial account management (401k, IRA)
- Proficiency in Zendesk and Aircall
Technical Stack
- Zendesk
- Aircall
- CRM systems
Team & Environment
- Remote team supporting AI-driven financial technology
Benefits & Compensation
- Compensation: $5/hour
Work Mode
- Remote (must work US-East Coast/New York Time Zone)
- Fixed schedule: 9-6pm US-ET, 45-50 hours per week
Invisible Technologies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
