Customer Support Agent (Fintech)

TL;DR

Customer Support Agent (Fintech): Providing support for AI-driven financial technology focused on retirement plans with an accent on account integrations and technical troubleshooting. Focus on resolving customer inquiries via phone, email, and chat while ensuring a high-quality user experience for English-speaking clients.

Location: Remote (Philippines). Must be able to work US-East Coast/New York Time Zone (9-6pm ET)

Salary: $5/hour

Company

hirify.global supports the latest AI-driven technology in the financial services industry, specifically helping clients optimize retirement plans.

What you will do

• Provide prompt and accurate support via phone, email, and live chat for English-speaking customers.
• Assist clients with account activation and integration troubleshooting.
• Deliver guidance on retirement plan offerings, including 401k, IRA, and Profit Sharing Plans.
• Manage and track customer interactions using Zendesk, Aircall, and internal CRM systems.
• Collaborate with internal teams to efficiently escalate complex technical issues.

Requirements

• Must be based in the Philippines.
• Must be able to work US-East Coast/New York Time Zone (9-6pm ET).
• Fluent in English with strong verbal and written communication skills.
• Previous customer service experience, ideally within technical support or financial services.
• High school diploma or equivalent; degree in Business, Finance, or IT is a plus.
• Must pass a background check.

Nice to have

• Familiarity with retirement plans or financial account management (401k, IRA).
• Proficiency in Zendesk and Aircall.

Culture & Benefits

• Fully remote work environment.
• Exposure to cutting-edge AI-driven financial technology.
• Opportunity to work within a dynamic, international team.