Payroll Specialist 

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.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

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

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

About our Company

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

Join our team and make a positive impact on the lives of others! 

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Make a Difference in Healthcare: Join FreedomCare in New York!

Are you passionate about helping others and building a rewarding career in healthcare?

We're building a talent pool of strong clinical professionals for FreedomCare New York. We're searching for talented and motivated individuals interested in any of the following roles:

• RN Nurse Educator: provide education, support, and resources to caregivers in an office setting to help them become certified Health Home Aides
• RN Field Nurse Assessor: conduct patient assessments to determine care needs and develop personalized care plans.

Ideal Candidate Will Possess: 

• Patient service skills: Exceptional customer service abilities, including handling difficult situations with empathy and professionalism. A passion for delivering high-quality patient care through active listening, patience, and compassion.
• Communication skills: Strong verbal and written communication skills, with the ability to connect empathetically with patients and caregivers.
• Soft skills: Excellent listening skills, emotional intelligence, and a collaborative team spirit.
• Problem-solving Abilities: Capacity to remain calm under pressure and resolve issues effectively—whether in person or virtually. Must be able to make patients feel comfortable while successfully defusing and de-escalating tense situations.
• Time management: Strong organizational skills with the ability to prioritize tasks and consistently meet or exceed expectations.
• Technology: Solid computer skills, including fast and accurate typing. Ability to leverage technology to resolve customer issues efficiently while multitasking and taking notes.
• Multitasking: Ability to manage multiple responsibilities and priorities while guiding patients and caregivers through the care process.
• Clinical experience: A valid and active NYS nursing license, along with strong knowledge of geriatric care and experience conducting assessments.

We have multiple locations and service areas across New York State.

Requirements vary depending on the specific role.

Some positions offer part-time opportunities.

**Please note that this is a Pipeline Talent Pool requisition. We will reach out to you when opportunities become available that align with your experience, location, and preferences*

Why Join Us?

• Impact Lives: You'll play a vital role in supporting individuals and their families in need.
• Growth opportunities: We offer a supportive environment for professional development and advancement.
• Competitive benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.

FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.

Review all current available job opportunities here: Jobs - Freedom Care

#INDHV

About our Company

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

Join our team and make a positive impact on the lives of others! 

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Make a Difference in Healthcare: Join FreedomCare in New York!

Are you passionate about helping others and building a rewarding career in healthcare?

We're building a talent pool of strong clinical professionals for FreedomCare New York. We're searching for talented and motivated individuals interested in any of the following roles:

• RN Nurse Educator: provide education, support, and resources to caregivers in an office setting to help them become certified Health Home Aides
• RN Field Nurse Assessor: conduct patient assessments to determine care needs and develop personalized care plans.

Ideal Candidate Will Possess: 

• Patient service skills: Exceptional customer service abilities, including handling difficult situations with empathy and professionalism. A passion for delivering high-quality patient care through active listening, patience, and compassion.
• Communication skills: Strong verbal and written communication skills, with the ability to connect empathetically with patients and caregivers.
• Soft skills: Excellent listening skills, emotional intelligence, and a collaborative team spirit.
• Problem-solving Abilities: Capacity to remain calm under pressure and resolve issues effectively—whether in person or virtually. Must be able to make patients feel comfortable while successfully defusing and de-escalating tense situations.
• Time management: Strong organizational skills with the ability to prioritize tasks and consistently meet or exceed expectations.
• Technology: Solid computer skills, including fast and accurate typing. Ability to leverage technology to resolve customer issues efficiently while multitasking and taking notes.
• Multitasking: Ability to manage multiple responsibilities and priorities while guiding patients and caregivers through the care process.
• Clinical experience: A valid and active NYS nursing license, along with strong knowledge of geriatric care and experience conducting assessments.

We have multiple locations and service areas across New York State.

Requirements vary depending on the specific role.

Some positions offer part-time opportunities.

**Please note that this is a Pipeline Talent Pool requisition. We will reach out to you when opportunities become available that align with your experience, location, and preferences*

Why Join Us?

• Impact Lives: You'll play a vital role in supporting individuals and their families in need.
• Growth opportunities: We offer a supportive environment for professional development and advancement.
• Competitive benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.

FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.

Review all current available job opportunities here: Jobs - Freedom Care

#INDHV

About our Company

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

Join our team and make a positive impact on the lives of others! 

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Make a Difference in Healthcare: Join FreedomCare in New York!

Are you passionate about helping others and building a rewarding career in healthcare?

We're building a talent pool of strong clinical professionals for FreedomCare New York. We're searching for talented and motivated individuals interested in any of the following roles:

• RN Nurse Educator: provide education, support, and resources to caregivers in an office setting to help them become certified Health Home Aides
• RN Field Nurse Assessor: conduct patient assessments to determine care needs and develop personalized care plans.

Ideal Candidate Will Possess: 

• Patient service skills: Exceptional customer service abilities, including handling difficult situations with empathy and professionalism. A passion for delivering high-quality patient care through active listening, patience, and compassion.
• Communication skills: Strong verbal and written communication skills, with the ability to connect empathetically with patients and caregivers.
• Soft skills: Excellent listening skills, emotional intelligence, and a collaborative team spirit.
• Problem-solving Abilities: Capacity to remain calm under pressure and resolve issues effectively—whether in person or virtually. Must be able to make patients feel comfortable while successfully defusing and de-escalating tense situations.
• Time management: Strong organizational skills with the ability to prioritize tasks and consistently meet or exceed expectations.
• Technology: Solid computer skills, including fast and accurate typing. Ability to leverage technology to resolve customer issues efficiently while multitasking and taking notes.
• Multitasking: Ability to manage multiple responsibilities and priorities while guiding patients and caregivers through the care process.
• Clinical experience: A valid and active NYS nursing license, along with strong knowledge of geriatric care and experience conducting assessments.

We have multiple locations and service areas across New York State.

Requirements vary depending on the specific role.

Some positions offer part-time opportunities.

**Please note that this is a Pipeline Talent Pool requisition. We will reach out to you when opportunities become available that align with your experience, location, and preferences*

Why Join Us?

• Impact Lives: You'll play a vital role in supporting individuals and their families in need.
• Growth opportunities: We offer a supportive environment for professional development and advancement.
• Competitive benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.

FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.

Review all current available job opportunities here: Jobs - Freedom Care

#INDHV

About our Company

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Make a Difference in Healthcare: Join FreedomCare in New York!

Are you passionate about helping others and building a rewarding career in healthcare?

We're building a talent pool of strong clinical professionals for FreedomCare New York. We're searching for talented and motivated individuals interested in any of the following roles:

• RN Nurse Educator: provide education, support, and resources to caregivers in an office setting to help them become certified Health Home Aides
• RN Field Nurse Assessor: conduct patient assessments to determine care needs and develop personalized care plans.

Ideal Candidate Will Possess: 

• Patient service skills: Exceptional customer service abilities, including handling difficult situations with empathy and professionalism. A passion for delivering high-quality patient care through active listening, patience, and compassion.
• Communication skills: Strong verbal and written communication skills, with the ability to connect empathetically with patients and caregivers.
• Soft skills: Excellent listening skills, emotional intelligence, and a collaborative team spirit.
• Problem-solving Abilities: Capacity to remain calm under pressure and resolve issues effectively—whether in person or virtually. Must be able to make patients feel comfortable while successfully defusing and de-escalating tense situations.
• Time management: Strong organizational skills with the ability to prioritize tasks and consistently meet or exceed expectations.
• Technology: Solid computer skills, including fast and accurate typing. Ability to leverage technology to resolve customer issues efficiently while multitasking and taking notes.
• Multitasking: Ability to manage multiple responsibilities and priorities while guiding patients and caregivers through the care process.
• Clinical experience: A valid and active NYS nursing license, along with strong knowledge of geriatric care and experience conducting assessments.

We have multiple locations and service areas across New York State.

Requirements vary depending on the specific role.

Some positions offer part-time opportunities.

**Please note that this is a Pipeline Talent Pool requisition. We will reach out to you when opportunities become available that align with your experience, location, and preferences*

Why Join Us?

• Impact Lives: You'll play a vital role in supporting individuals and their families in need.
• Growth opportunities: We offer a supportive environment for professional development and advancement.
• Competitive benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.

FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.

Review all current available job opportunities here: Jobs - Freedom Care

#INDHV

About our Company

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Make a Difference in Healthcare: Join FreedomCare in New York!

Are you passionate about helping others and building a rewarding career in healthcare?

We're building a talent pool of strong clinical professionals for FreedomCare New York. We're searching for talented and motivated individuals interested in any of the following roles:

• RN Nurse Educator: provide education, support, and resources to caregivers in an office setting to help them become certified Health Home Aides.
• RN Field Nurse Assessor: conduct patient assessments in the patient's homes to determine care needs and develop personalized care plans. Requires frequent travel to patient's homes.

Ideal Candidate Will Possess: 

• Customer Service Excellence: a passion for delivering high-quality customer service, including the ability to manage a high-volume inbound and outbound call queue. Must demonstrate empathy, active listening, patience, and the ability to handle difficult situations with professionalism and care.
• Communication Skills: exceptional verbal and written communication skills, with the ability to convey empathy and compassion to patients and caregivers.
• Emotional Intelligence & Teamwork: strong emotional intelligence, active listening skills, and the ability to collaborate effectively within a team environment.
• Problem-Solving Abilities: proven ability to resolve issues over the phone, including de-escalating frustrated callers and addressing concerns with confidence and composure.
• Time Management & Multitasking: excellent time management skills with the ability to prioritize tasks, meet and exceed expectations, and manage multiple responsibilities simultaneously while supporting patients and caregivers.
• Technical Proficiency: strong computer skills, including fast and accurate typing, and the ability to leverage technology to resolve customer issues efficiently while taking notes and multitasking.
• Clinical experience: a valid and active NYS nursing license, along with strong knowledge of geriatric care and experience conducting assessments.

We have multiple locations and service areas across New York State. Requirements vary depending on the specific role. Some positions offer part-time opportunities.

**Please note that this is a Pipeline Talent Pool requisition. We will reach out to you when opportunities become available that align with your experience, location, and preferences*

Why Join Us?

• Impact Lives: You'll play a vital role in supporting individuals and their families in need.
• Growth Opportunities: We offer a supportive environment for professional development and advancement.
• Competitive Benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.

FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.

Review all current available job opportunities here: Jobs - Freedom Care

#INDHV

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Customer Support L2: English

Remote

About the Role

Join a dynamic project  supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Agents helping clients manage and optimize their retirement plans. You’ll be responsible for ensuring operational excellence, maintaining service quality, and training the team to deliver exceptional customer experiences.

Job Overview

We are seeking a highly motivated and experienced Customer Support L2, fluent in English. This role involves both hands-on support and project oversight responsibilities. You will provide guidance to customer assistance agents via phone, email, and live chat — with a focus on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.

The ideal candidate has prior experience leading in a contact center or customer service environment, with a strong focus on quality management and continuous improvement.

Key Responsibilities

Team Leadership

• Provide project requirements and guidelines to Customer Support Agents, fostering a culture of accountability and high performance.
• Monitor daily operations to ensure adherence to SLAs, quality standards, and productivity goals.
• Conduct regular quality reviews and feedback sessions to support enhanced support services.

Quality and Process Management

• Review interactions (calls, emails, chats) to assess and improve quality and consistency of customer service.
• Identify process inefficiencies and advise stakeholders to drive improvements.
• Ensure accurate documentation and escalation of complex issues.

Customer Support

• Provide advanced-level support and handle escalations from other Agents.

• Deliver accurate and timely guidance to customers on retirement plan offerings (401k, IRA, Profit Sharing Plans).
• Collaborate closely with client teams to resolve high-priority or technical cases.

Systems and Reporting

• Utilize Zendesk, Aircall, and internal CRM systems for performance tracking and case management.
• Generate and analyze reports on team performance and customer satisfaction metrics.

Qualifications

Required:

• Proven experience in a lead role within a customer support or contact center environment.
• Strong background in customer service, ideally in technical support or financial services.
• Excellent leadership, communication, and interpersonal skills.
• Fluency in English with excellent verbal and written communication skills.
• Strong problem-solving and organizational skills in a fast-paced, remote environment.
• Familiarity with Zendesk, Aircall, or similar CRM/support platforms.
• High attention to detail and commitment to quality service delivery.
• Must pass a background check.

Preferred:

• Experience with retirement plans (401k, IRA, Profit Sharing Plans).

Hours

• 40–50 hours per week
• 8am–8pm US-ET

Compensation

• Type: Hourly

• Rate: $8–$11/hour

Custody Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Custody Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$5 per Hour

Customer Support Agent

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, 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 Zone

Compensation

• Type: Hourly
• Rate: $5/hour

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

Join Our Team of Elite In-Home Personal Trainers - Empower Lives through Fitness!

BENEFITS/PERKS

• Work-life balance: Design your own schedule and choose the clients you prefer to work with.
• Freedom to succeed: No non-compete agreements, giving you the flexibility to work where and when you want.
• Competitive rates: Earn $25 to $45 per hour, rewarding your skills and dedication.
• Bonuses and rewards: Enjoy retention bonuses, client referral bonuses, and trainer referral bonuses.
• Liability insurance: Your safety and peace of mind are our priority, with comprehensive coverage through the Svetness General Liability policy.
• Customer support team: Focus 100% on your clients' goals while our dedicated concierge handles client requests and scheduling changes.
• Education and growth: Access free ongoing education resources, including live education webinars, and receive ongoing manager support to elevate your expertise.
• Fitness equipment discounts: Enjoy a 30% discount on fitness equipment to enhance your training programs.
• Partner programs: Access to discounts to your favorite lifestyle brands (Meal Prep, Supplements, etc)
• Warm client base: We bring clients directly to you, eliminating the need for selling or marketing efforts.
• Svetness App: Utilize our free app to easily track client progress, manage communications, and enter measurements seamlessly.

RESPONSIBILITIES

The Certified Personal Trainer will be responsible for providing one-on-one and couples personalized fitness instruction in person to clients at their home, apartment gym or outside while encouraging them to reach their fitness goals. Responsibilities are as follows:

• Customize client workout programs developed from the Initial Assessment
• Utilize the Svetness Fitness App for all client sessions, including programming & session notes
• Demonstrate each exercise and ensure client is performing correctly with or without modifications
• Conduct client Reassessments every 4-6 weeks
• Maintain client session appointments through Svetness scheduling software
• Able to provide a flexible schedule to accommodate client appointments
• Able to commute to and from client sessions up to 45 minutes

QUALIFICATIONS

• Certified Personal Trainer: Accredited by NCCA, DEAC, or NBFE.
• CPR/AED Certification: Ensure clients' safety with up-to-date CPR/AED training.
• Education and experience: High school diploma or GED equivalent and 1-3 years of personal training experience.
• Strong communication skills: Effectively communicate verbally, in writing, and technically.
• Knowledgeable in nutrition: Possess a basic understanding of nutrition and healthy living practices.
• Fitness expertise: Familiarity with a variety of exercise equipment and personal training methods.
• Physical ability: Capable of lifting, pushing, pulling up to 50 lbs. and performing athletic calisthenics duties.
• Requirements for this position include the possession of personal basic training equipment to effectively assist clients in achieving their goals. It is important to note that clients may not always have access to the necessary equipment.
• Reliable form of transportation