Vacancy Description
Customer Support Agent - Freelance Project
Location: Malaysia
About the Role
Become part of a dynamic team supporting the latest AI‑driven technology in the financial services industry, helping clients manage and optimize their retirement plans.
Key Responsibilities
- Provide prompt, accurate support via phone, email, and live chat to ensure a positive experience for English‑speaking customers.
- Assist with account activation, integration troubleshooting, and product‑related inquiries.
- Deliver accurate guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans).
- Troubleshoot technical issues and elevate complex cases as needed.
- Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions.
- Collaborate with internal teams to address issues efficiently and improve customer service.
Qualifications
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