Customer Support Agent (Fluent in Spanish) - Freelance Project

agency; United States; Remote; USD 5.700 - 8.100; Vollzeit

Benefits dieser Stelle

Remote contract role

Flexible schedule

Zusammenfassung

agency is seeking a remote contract Customer Support role to assist customers in English and Spanish with retirement-plan accounts and related services. You will handle inquiries across phone, email, and live chat, including activations, integrations, and technical issues.

Responsibilities include assisting with 401(k), IRA, and profit-sharing plans, troubleshooting issues, and coordinating with internal teams to improve the support experience.

Qualifikationen

• Fluent spoken and written English and Spanish.
• High school diploma or equivalent; further study in business, finance, or IT is a plus.

Aufgaben

• Respond to customer questions promptly and accurately in both English and Spanish.
• Help with account activation, integrations, and product-related issues.
• Explain retirement-plan offerings (401(k), IRA, profit-sharing).
• Troubleshoot technical problems and escalate as needed.
• Track and manage customer interactions using support and CRM systems.
• Coordinate with internal teams to resolve issues and improve support.

Kenntnisse

Bilingual English/Spanish

Multitasking

Organizational skills

Problem-solving

Attention to detail

Independence

Ausbildung

High school diploma or equivalent

Tools

Zendesk

Aircall

Jobbeschreibung

Role overview

Support customers in English and Spanish as they manage retirement-plan accounts and related services. This remote contract role handles questions across phone, email, and live chat, including account setup, integrations, and technical issues. Prior knowledge of retirement plans is useful but not required.

Responsibilities

• Respond to customer questions promptly and accurately in both English and Spanish.
• Help with account activation, integrations, and product-related issues.
• Explain retirement-plan offerings, including 401(k), IRA, and profit-sharing plans.
• Troubleshoot technical problems and escalated cases that need additional support.
• Track and manage customer interactions using support and CRM systems.
• Coordinate with internal teams to resolve issues and improve the support experience.

Requirements

• Fluent spoken and written English and Spanish.
• High school diploma or equivalent; further study in business, finance, or IT is a plus.
• Customer service experience; technical support or financial-services experience is especially relevant.
• Strong multitasking, organization, and problem-solving skills.
• Careful attention to detail and ability to work independently as well as with a remote team.
• Ability to pass a background check and work 45–50 hours per week, generally 9 a.m.–6 p.m. US Eastern Time.

Nice to have

• Familiarity with retirement plans or financial account management.
• Experience with Zendesk, Aircall, or similar support tools.

Benefits and work setup

• Remote contract role, with preferred locations in Costa Rica, Belize, or Mexico.
• Hourly compensation is listed as $5.