Job Description
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. The job involves providing prompt, accurate, and bilingual support via phone, email, and live chat, ensuring a positive experience for both English and Vietnamese-speaking customers. Responsibilities include assisting with account activation, integration troubleshooting, delivering accurate guidance on client's retirement plan offerings, and troubleshooting technical issues. The agent will utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions, with a commitment to high attention to detail and effective collaboration within a remote team.