Customer Support Agent - Freelance Project

Meridial; Chile; On-site; CLP 5,194,332 - 7,397,989; Part time

Job summary

Meridial is seeking a Customer Support Agent for a freelance project based in Chile. This remote role involves providing support for clients managing their retirement plans through various communication channels. Candidates must be fluent in English and possess strong customer service skills.

The position requires handling inquiries related to account integrations, activations, and troubleshooting technical issues. A high school diploma is required, and familiarity with retirement plans is a plus.

Qualifications

• Must be fluent in English, both verbally and written.
• Prior customer service experience in technical support or financial services is ideal.
• Attention to detail and ability to work independently in a remote setting.

Responsibilities

• Provide support via phone, email, and live chat.
• Assist with customer inquiries regarding retirement plans.
• Utilize Zendesk and Aircall for customer interactions.

Skills

Fluent in English

Multitasking

Problem-solving

Organizational skills

Customer service experience

Education

High school diploma or equivalent

Degree in Business, Finance, or IT

Tools

Zendesk

Aircall

Job description

Customer Support Agent - Freelance Project

Location: Chile

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. The role requires addressing customer inquiries via phone, email, and live chat, focusing on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting. Prior experience in retirement plans (401(k), 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 (401(k), IRA, Profit Sharing Plans).
• Troubleshoot technical issues and elevate complex cases as needed.
• Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
• Collaborate with internal teams to efficiently resolve issues 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.
• Prior customer service experience, ideally within technical support or financial services.
• Familiarity with retirement plans or financial account management (401(k), 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 independently and as part of a remote team.
• Must pass a background check.

Work Hours

45-50 hours per week, 9-6 pm US‑ET.

Must be able to work US‑East Coast/New York Time Zone.

Compensation

• Type: Hourly
• Rate: $5 per hour

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level