Customer Support Agent

Join to apply for the Customer Support Agent role at Invisible Expert Marketplace .

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. Prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial but not mandatory.

Key Responsibilities

• Provide prompt, accurate 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 clients’ retirement plan offerings (401k, IRA, Profit Sharing Plans).
• Troubleshoot technical issues and escalated complex cases as needed.
• Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
• Collaborate with internal teams to resolve issues efficiently and improve customer service.

Qualifications

Hours

45‑50 hours per week, 9 PM‑6 AM US‑ET (US‑East Coast / New York Time Zone).

Compensation

Employment Details

#J-18808-Ljbffr