Note: The job is a remote job and is open to candidates in USA. Invisible Technologies is a company focused on AI-driven technology in the financial services industry. They are seeking a bilingual Customer Support Agent fluent in English and Spanish to assist clients with retirement plan support and technical troubleshooting through various communication channels.

Responsibilities

• Provide prompt, accurate, and bilingual support via phone, email, and live chat, ensuring a positive experience for both English and Spanish-speaking customers
• Assist with account activation, integration troubleshooting, and product-related inquiries
• Deliver accurate guidance on client's retirement plan offerings (401k, IRA, Profit Sharing Plans)
• Troubleshoot technical issues and escalate complex cases as needed
• Utilize Zendesk, Aircall, and internal CRM systems for tracking, managing, and resolving customer interactions
• Collaborate with internal teams to escalate issues efficiently and improve customer service

Skills

• High school diploma or equivalent; a degree in Business, Finance, or IT is a plus
• Bilingual fluency in Spanish and English, with strong verbal and written communication skills in both languages
• Previous customer service experience, ideally within technical support or financial services
• Familiarity with retirement plans or financial account management (401k, IRA) is advantageous
• Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment
• High attention to detail and ability to work both independently and as part of a remote team
• Must pass a background check
• Proficiency in Zendesk and Aircall is preferred

Company Overview