Customer Support Agent (Fintech)

TL;DR

Customer Support Agent (Fintech): Providing technical and account support for AI-driven retirement planning services with an accent on managing inquiries via phone, email, and live chat. Focus on troubleshooting account integrations, activations, and delivering accurate guidance on financial products like 401k and IRA plans.

Location: Must be based in Colombia and able to work US-East Coast (New York) time zone

Compensation: $5/hour

Company

hirify.global is a service provider supporting AI-driven technology solutions within the financial services sector.

What you will do

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

Requirements

• Fluent in English with strong verbal and written communication skills.
• Must be based in Colombia and available to work 45-50 hours per week during US-East Coast (New York) business hours.
• Previous experience in customer service, technical support, or financial services.
• High school diploma or equivalent.
• Ability to pass a background check.

Nice to have

• Degree in Business, Finance, or IT.
• Familiarity with retirement plans (401k, IRA).
• Proficiency in Zendesk and Aircall.