Oversee Customer Support Agents helping clients manage and optimize their retirement plans
Job Summary
Oversee Customer Support Agents helping clients manage and optimize their retirement plans.
Provide guidance to customer assistance agents via phone, email, and live chat, focusing on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.
Utilize Zendesk, Aircall, and internal CRM systems for performance tracking and case management, generating reports on team performance and customer satisfaction.
Matching Summary
Oversee Customer Support Agents helping clients manage and optimize their retirement plans.
Salary
Hourly: $8–$11/hour; Not specified; Not specified
Skills & Requirements
Must-have
Advanced-level support
Retirement plan support
Technical troubleshooting
Zendesk and Aircall proficiency
Team leadership and training
Nice-to-have
AI-driven technology support
Continuous improvement focus
Remote work environment experience
Key Requirements
Proven lead role experience in customer support or contact center
Strong background in technical support or financial services