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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, with a focus on retirement plans such as 401k and IRA. Proficient in using Zendesk and Aircall to manage customer interactions effectively while maintaining high attention to detail.
Highest-signal resume keywords
Customer Service ExperienceFluent In EnglishProficiency In ZendeskProficiency In AircallFamiliarity With Retirement Plans
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 TroubleshootingProduct-Related InquiriesFinancial Account Management
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationMultitaskingProblem-SolvingOrganizational Skills
Tools & Technologies
ZendeskAircallInternal CRM Systems
Industry Keywords
401kIRAProfit Sharing PlansFinancial ServicesCustomer Interactions
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 clients' retirement plan offerings, including 401k, IRA, and Profit Sharing Plans
- Troubleshoot technical issues and escalate complex cases
- Use Zendesk, Aircall, and internal CRM systems to track, manage, and resolve customer interactions
- Collaborate with internal teams to escalate issues and improve customer service
Requirements
What you’ll need- High school diploma or equivalent
- 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
- Able to work 45–50 hours per week
Benefits
Comp & perks- Remote work
- Contract engagement
- Hourly compensation