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
Invisible Technologies makes AI work. Our platform cleans, labels, and structures company data so it’s ready for AI. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.invisible.co/.