Customer Support Agent - Freelance Project

agency· Customer Service
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📍 Chile

About this role

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

Frequently Asked Questions

Is the salary disclosed for the Customer Support Agent - Freelance Project position at agency?
The salary for this Customer Support Agent - Freelance Project role at agency is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Customer Support Agent - Freelance Project position at agency located?
This Customer Support Agent - Freelance Project role at agency is based in Chile. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Customer Support Agent - Freelance Project at agency belong to?
This Customer Support Agent - Freelance Project position is part of the Customer Service department at agency. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Customer Support Agent - Freelance Project position at agency?
Click the "Apply Now" button on this page. You will be redirected to agency's official application portal hosted on greenhouse where you can submit your application directly.
When was the Customer Support Agent - Freelance Project job at agency posted?
This Customer Support Agent - Freelance Project position at agency was posted on Oct 1, 2025. Apply as soon as possible — early applications are often reviewed first.
Customer Support Agent - Freelance Project
agency
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