Bilingual Customer Support Agent (English & Spanish) - Remote

Overview

Join a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

In Short

• Provide bilingual support via phone, email, and live chat.
• Assist with account activation and integration troubleshooting.
• Deliver guidance on retirement plan offerings.
• Troubleshoot technical issues and escalate complex cases.
• Utilize Zendesk, Aircall, and internal CRM systems.
• Collaborate with internal teams to improve customer service.
• Must be bilingual in English and Spanish.
• Previous customer service experience is preferred.
• High attention to detail and ability to multitask.
• Must pass a background check.

Requirements

• High school diploma or equivalent; degree in Business, Finance, or IT is a plus.
• Bilingual fluency in Spanish and English.
• Previous customer service experience, ideally in technical support.
• Familiarity with retirement plans is advantageous.
• Proficiency in Zendesk and Aircall is preferred.
• Excellent problem-solving and organizational skills.
• Ability to work independently and as part of a remote team.

Benefits

• Opportunity to work in a tech-driven environment.
• Gain experience in customer support and financial services.
• Flexible working hours.
• Work from preferred locations: Costa Rica, Belize, Mexico.