FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support, particularly in technical troubleshooting and financial services, with a strong focus on retirement plans such as 401k and IRA. Proficient in using Zendesk and Aircall to enhance customer interactions and resolve issues efficiently.
Highest-signal resume keywords
Customer Service ExperienceTechnical SupportProficiency In ZendeskFamiliarity With Retirement PlansStrong Verbal And Written Communication
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 TroubleshootingProduct-Related InquiriesTechnical Issue TroubleshootingFinancial Account Management
Soft Skills
MultitaskingProblem-SolvingOrganizational SkillsAttention To DetailAbility To Work Independently
Tools & Technologies
ZendeskAircallCRM Systems
Industry Keywords
401kIRAProfit Sharing PlansFinancial Services
About the role
Key responsibilities & impact- Support customers using phone, email, and live chat.
- 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.
- 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; 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.
- 45–50 hours per week availability.