Remote Bilingual Support Agent — Retirement Plans

agency; United States; Remote; USD 5,700 - 8,100; Full time

Benefits offered by this job

Remote contract role

Flexible schedule

Job summary

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.

Qualifications

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

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 (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.

Skills

Bilingual English/Spanish

Multitasking

Organizational skills

Problem-solving

Attention to detail

Independence

Education

High school diploma or equivalent

Tools

Zendesk

Aircall

Job description

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.