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Customer Support Agent
Invisible Technologies. Provide prompt, accurate support via phone, email, and live chat for English-speaking customers.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support for financial services, particularly in retirement plan management, utilizing tools like Zendesk and Aircall. Strong communication and problem-solving skills are essential for effectively assisting clients and resolving technical issues.
Highest-signal resume keywords
Customer Service ExperienceProficiency In ZendeskProficiency In AircallKnowledge Of Retirement PlansStrong Verbal And Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ActivationIntegration TroubleshootingTechnical Issue ResolutionFinancial Account ManagementRetirement Plan Offerings
Soft Skills
MultitaskingProblem-SolvingOrganizational SkillsAttention To Detail
Tools & Technologies
ZendeskAircallCRM Systems
Industry Keywords
401kIRAProfit Sharing PlansFinancial ServicesTechnical Support
About the role
Key responsibilities & impact- Provide prompt, accurate support via phone, email, and live chat for English-speaking customers.
- Assist with account activation, integration troubleshooting, and product-related inquiries.
- Provide guidance on client retirement plan offerings, including 401k, IRA, and Profit Sharing Plans.
- Troubleshoot technical issues and escalate complex cases as needed.
- Use Zendesk, Aircall, and internal CRM systems to track, manage, and resolve customer interactions.
- Collaborate with internal teams to escalate issues efficiently and improve customer service.
- Support clients managing and optimizing retirement plans through AI-driven financial services technology.
Requirements
What you’ll need- 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.
- Must be able to work US-East Coast/New York Time Zone.
- Available for 45-50 hours per week, 9-6pm US-ET.