Customer Support Specialist - Spanish

Bilingual Customer Support Agent (English & Spanish)

We are looking for a bilingual (English & Spanish) Customer Support Agent to support customers with retirement plan and account-related inquiries.

Please note before applying:

• This role requires handling customer interactions via phone calls, email, and live chat on a daily basis in both English and Spanish.
• This is a full-time role (40 hours/week) with assigned working hours (not a flexible schedule).

Responsibilities

• Provide professional customer support through phone, email, and live chat in English and Spanish.
• Assist customers with account activation, integrations, and technical troubleshooting.
• Answer questions related to retirement plans (401(k), IRA, Profit Sharing Plans).
• Escalate complex issues when needed while ensuring an excellent customer experience.

Qualifications

• Fluent in both English and Spanish, with excellent written and verbal communication skills.
• Previous customer service experience is preferred, especially in technical support or financial services.
• Experience with retirement plans (401(k), IRA, etc.) is a plus, but not required.
• Strong problem-solving skills and attention to detail.
• Must pass a background check.