Customer Support Agent - Freelance Project
Location
workfromhome, workfromhome
Job Type
Full-time
Category
Reclutamiento y marketing de personal
Posted
June 01, 2026
Customer Support Agent - Freelance Project
Colombia
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 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 re...