Remote Retirement Plan Support Specialist

agency; United States; Remote; USD 5,500 - 8,300; Full time

Job summary

Agency is seeking a remote English-speaking support specialist to assist customers with retirement-plan accounts and related fintech questions. You will handle inquiries via phone, email, and live chat, including setup, integrations, and basic troubleshooting, escalating complex cases as needed.

Responsibilities include guiding users on plan options (401(k), IRA, profit-sharing), resolving product issues, and logging interactions in CRM systems.

Qualifications

• High school diploma or equivalent; further study in business, finance, or IT is a plus.
• Fluent English with strong spoken and written communication skills.
• Customer service experience; technical support or financial-services experience is especially relevant.
• Strong organization, attention to detail, multitasking, and problem-solving skills.
• Ability to work independently and as part of a remote team.
• Must pass a background check.

Responsibilities

• Respond to customer questions promptly and accurately by phone, email, and live chat.
• Help with account activation, deactivation, integrations, and product-related issues.
• Explain relevant retirement-plan options, including 401(k), IRA, and profit-sharing plans.
• Troubleshoot technical problems and route complex cases to the appropriate team.
• Track and manage customer interactions in support and CRM systems.
• Coordinate with internal teams to resolve issues and improve the support experience.

Skills

Fluent English

Customer service

Technical support

Financial services experience

Organization & multitasking

Education

High school diploma or equivalent

Tools

Zendesk

Aircall

Job description

Agency is seeking a remote English-speaking support specialist to assist customers with retirement-plan accounts and related fintech questions. You will handle inquiries via phone, email, and live chat, including setup, integrations, and basic troubleshooting, escalating complex cases as needed.

Responsibilities include guiding users on plan options (401(k), IRA, profit-sharing), resolving product issues, and logging interactions in CRM systems.