Customer Support Agent (Bilingual: EnglishSpanish)

The Business Context

You already use AI in many ways—like deciding what products and services to
order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as
a way to unlock your screen. But here’s what AI may be able to help the world
with: finding medical diagnoses, teaching you about scientific research, and
calculating the complexities of any function.

But, like humans, algorithms are what they eat. They’re only as good as the
rules they know and the data they’re trained on. We’re the team that helps model
these behaviors.

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.

Job Overview
We are looking for a bilingual, customer-oriented support agent fluent in
English and Spanish. This role requires addressing customer inquiries via phone,
email, and live chat, focused on retirement plan support, account integrations,
activations/deactivations,



and technical troubleshooting. While prior experience
in retirement plans (401k, IRA, Profit Sharing Plans) is beneficial, it is not
mandatory.

Key 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.

QUALIFICATIONS:

Qualifications

* * High school diploma or equivalent; a degree in Business, Finance, or IT is
a plus.
* Bilin

📌 Customer Support Agent (Colombia)
🏢 Meridial
📍 Colombia