Customer Support Agent
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Meridial Marketplace, by Invisible
Full Time
position Listed on 2026-02-28
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Technical Support, Customer Service Rep
Job Description & How to Apply Below
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. While prior experience in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not mandatory.
Key Responsibilities
• Provide prompt, accurate, and 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 client's retirement plan offerings (401k, IRA, Profit Sharing Plans).
• Troubleshoot technical issues and escalate complex cases as needed.
• Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
• Collaborate with internal teams to escalate issues efficiently 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.
• Previous customer service experience, ideally within technical support or financial services.
• Familiarity with retirement plans or financial account management (401k, 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 both independently and as part of a remote team.
• Must pass a background check.
Hours and Compensation
45-50 hours per week, 9-6pm US-ET. Must be able to work US-East Coast/New York Time Zone. Compensation is hourly at $5/hour.
Employment type
is Contract and workplace type is Remote.
Seniority Level and Employment Details
Seniority level:
Entry Level.
Employment type:
Contract. Workplace type:
Remote.
#JLjbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×