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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 401(k) and IRA. Proficient in using Zendesk and Aircall to manage customer interactions effectively while maintaining high attention to detail and problem-solving skills.
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 TroubleshootingFinancial Account ManagementRetirement Plan Guidance
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationMultitaskingProblem-SolvingOrganizational Skills
Tools & Technologies
ZendeskAircallCRM Systems
Industry Keywords
401(k)IRAProfit 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 clients' retirement plan offerings, including 401(k), 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.
- Ability to work 45–50 hours per week.
- Ability to work 9 a.m.–6 p.m. US Eastern/New York time.