Customer Support Agent (Fluent in Spanish) (Financial Services)

TL;DR

Customer Support Agent (Financial Services): Providing bilingual support for AI-driven retirement plan management services with an accent on technical troubleshooting and account integration. Focus on resolving client inquiries via phone and chat, managing retirement account activations, and collaborating with internal teams to optimize the user experience.

Location: Remote. Preferred locations: Costa Rica, Belize, Mexico. Must be able to work US-East Coast/New York Time Zone (9am-6pm ET)

Salary: $5/hour

Company

hirify.global helps model AI behaviors to improve the rules and data that drive advanced AI systems.

What you will do

• Provide prompt bilingual support in English and Spanish via phone, email, and live chat.
• Assist customers with account activation, product inquiries, and integration troubleshooting.
• Deliver accurate guidance on retirement plan offerings including 401k, IRA, and Profit Sharing Plans.
• Troubleshoot technical issues and escalate complex cases to internal teams.
• Manage and track customer interactions using Zendesk, Aircall, and internal CRM systems.

Requirements

• Bilingual fluency in Spanish and English (verbal and written).
• Must be able to work US-East Coast/New York Time Zone.
• Previous experience in customer service, ideally within technical support or financial services.
• High school diploma or equivalent (degree in Business, Finance, or IT is a plus).
• Ability to pass a background check.

Nice to have

• Familiarity with retirement plans such as 401k and IRA.
• Proficiency in Zendesk and Aircall.

Culture & Benefits

• Remote work arrangement.
• Opportunity to support the latest AI-driven technology in the financial services industry.
• Stable workload of 45-50 hours per week.
• Dynamic team environment.