Provide prompt, accurate, and bilingual support via phone, email, and live chat, ensuring a positive experience for both English and Vietnamese-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.