Customer Support Agent (Fluent in Spanish) - Freelance Project

Role overview Support customers in English and Spanish as they manage retirement-plan accounts and related services. This remote contract role handles questions across phone, email, and live chat, including account setup, integrations, and technical issues. Prior knowledge of retirement plans is useful but not required.

Responsibilities - Respond to customer questions promptly and accurately in both English and Spanish. - Help with account activation, integrations, and product-related issues. - Explain retirement-plan offerings, including 401(k), IRA, and profit-sharing plans. - Troubleshoot technical problems and escalate cases that need additional support. - Track and manage customer interactions using support and CRM systems. - Coordinate with internal teams to resolve issues and improve the support experience.

Requirements - Fluent spoken and written English and Spanish. - High school diploma or equivalent; further study in business, finance, or IT is a plus. - Customer service experience; technical support or financial-services experience is especially relevant. - Strong multitasking, organization, and problem-solving skills. - Careful attention to detail and ability to work independently as well as with a remote team. - Ability to pass a background check and work 45–50 hours per week, generally 9 a.m.–6 p.m. US Eastern Time.

Nice to have - Familiarity with retirement plans or financial account management. - Experience with Zendesk, Aircall, or similar support tools.

Benefits and work setup - Remote contract role, with preferred locations in Costa Rica, Belize, or Mexico. - Hourly compensation is listed as $5.