# Customer Support Agent - Freelance Project at Meridial

Customer Support Agent - Freelance Project at Meridial in Philippines. Remote, contract. Posted July 24, 2025.

- Company: Meridial
- Location: Philippines
- Workplace: Remote
- Job type: Contract
- Posted: 2025-07-24
- Apply: https://job-boards.eu.greenhouse.io/agency/jobs/4644157101
- Source: https://jobmagic.ai/jobs/customer-support-agent-freelance-project-meridial-v0dahe

## Requirements

- High school diploma or equivalent; a degree in Business, Finance, or IT is a plus.
- Fluent in English, with strong verbal and written communication skills.
- Previous customer service experience, ideally within technical support or financial services.
- Familiarity with retirement plans or financial account management (401k, IRA) is advantageous.
- Proficiency in Zendesk and Aircall is preferred.
- 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.

## Description

**Customer Support AgentAbout 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, customer-oriented support agent fluent in English. 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 support via phone, email, and live chat, ensuring a positive experience for English 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:**

-

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

- Fluent in English, with strong verbal and written communication skills.

- Previous customer service experience, ideally within technical support or financial services.

- Familiarity with retirement plans or financial account management (401k, IRA) is advantageous.

- Proficiency in Zendesk and Aircall is preferred.

- 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.

**Hours:**

45-50 hours per week

9-6pm US-ET

**Must be able to work US-East Coast/New York Time ZoneCompensation**

- Type: Hourly

- Rate: $5/hour

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level