
Customer Support Agent
Posted 4 hours ago
You'll complete your application on Invisible Technologies's career site.
About the Role
This enterprise AI platform and services organization develops and implements industrial-strength AI solutions for major corporations. By combining a flexible SaaS infrastructure with a network of skilled human professionals, the company streamlines intricate operational workflows for contact centers in the retail, healthcare, and financial industries. In the position of Customer Support Agent, you will play a key role in delivering superior service, utilizing advanced AI-based financial technology to assist in the administration and improvement of retirement programs. This opportunity is well-suited for a meticulous individual who thrives in a fast-paced, tech-centric setting and finds satisfaction in addressing multifaceted challenges for a diverse clientele.
Requirements
- Possess at least a high school diploma or equivalent qualification; a degree in IT, finance, or business is beneficial.
- Maintain complete English fluency with superior written and verbal communication abilities.
- Bring prior experience in a customer service role, preferably within the financial or technical support sectors.
- Demonstrate knowledge of IRA and 401k retirement plans.
- Exhibit competency in utilizing Aircall and Zendesk tools.
- Display strong organizational, problem-solving, and multitasking skills.
- Show the ability to work autonomously and successfully undergo a background screening.
- Commit to a weekly schedule of 45 to 50 hours during standard US Eastern Time business hours.
Responsibilities
- Deliver timely and precise assistance to English-speaking users via live chat, email, and telephone communication.
- Support essential functions including product questions, account setup, and resolution of integration issues.
- Direct clients regarding retirement plan options and aid in the oversight of financial accounts.
- Identify and address technical problems, escalating intricate matters to internal departments as necessary to achieve resolution.
- Maintain logs of all user engagements using Zendesk, Aircall, and proprietary CRM platforms.
- Work alongside team members to enhance the standard of customer service provided.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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