Invisible Expert Marketplace
Invisible Expert Marketplace
Invisible Expert Marketplace
About the job
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
Customer Support Agent
We are the AI training and scaling partner for the leading foundation model providers, enterprises, and governments, bridging the gap between AI potential and production. Our unique AI Process Platform combines elite global human expertise, cutting edge technology, and deep institutional knowledge gained by training 80% of the world’s leading AI models.