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Remote Chat Email Jobs in Puerto Rico (NOW HIRING)

LearnLux

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74K - $100K/yr

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning. Key Responsibilities * Meet and engage with clients remotely over video, chat and email to give ...

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Remote Chat Email information

What are some common challenges faced by Remote Chat Email Support Specialists, and how can they be managed?

Remote Chat Email Support Specialists often face challenges such as managing high volumes of inquiries, maintaining clear and empathetic communication without face-to-face interaction, and adapting to various customer personalities and issues. Staying organized with ticketing systems, using templates for common queries, and actively participating in team meetings can help manage workload and improve response quality. Continuous learning about company products and regular feedback sessions with the team also contribute to personal growth and better customer support.

What are remote chat and email jobs?

Remote chat and email jobs are customer service or support positions that allow employees to assist customers via online chat platforms or through email communication, all while working from home or any remote location. These roles typically involve responding to customer inquiries, resolving issues, providing product information, and ensuring customer satisfaction without the need for phone calls. They are popular among individuals seeking flexible work arrangements and those who prefer written communication over verbal interaction.

What is the difference between Remote Chat Email vs Remote Customer Support?

AspectRemote Chat EmailRemote Customer Support
Primary RoleHandling customer inquiries via chat and emailAssisting customers through various channels including phone, chat, and email
Required SkillsExcellent written communication, problem-solving, tech-savvyStrong communication, multitasking, technical knowledge
Work EnvironmentRemote, digital platforms, flexible hoursRemote or hybrid, customer service platforms, flexible hours
Common CertificationsNone mandatory, but customer service or communication courses helpfulCustomer service certifications beneficial

Remote Chat Email roles focus primarily on written communication via chat and email, often requiring quick responses and technical proficiency. Remote Customer Support roles may include a broader range of communication channels, including phone support, and often demand more diverse technical knowledge. Both roles are remote-friendly and industry-standard, but Remote Chat Email positions are more specialized in written digital communication.

What are the key skills and qualifications needed to thrive as a Remote Chat Email Support Specialist, and why are they important?

To thrive as a Remote Chat Email Support Specialist, you need strong written communication skills, attention to detail, and a high school diploma or equivalent. Familiarity with customer support platforms like Zendesk, Freshdesk, or Salesforce, and basic computer proficiency are typically required. Patience, problem-solving abilities, and a customer-centric attitude help you stand out in this role. These skills ensure efficient, accurate, and empathetic customer support, which is vital for maintaining customer satisfaction and loyalty in a remote environment.
What are popular job titles related to Remote Chat Email jobs in Puerto Rico? For Remote Chat Email jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Remote Chat Email jobs in Puerto Rico look for? The top searched job categories for Remote Chat Email jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Remote Chat Email jobs? Cities in Puerto Rico with the most Remote Chat Email job openings:
Remote Chat Email jobs near you
Infographic showing various Remote Chat Email job openings in Puerto Rico as of July 2026, with employment types broken down into 2% Locum Tenens, 59% Full Time, 7% Part Time, and 32% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.
Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux

San Juan, PR • Remote

$74K - $100K/yr

Full-time

Retirement

Posted 21 days ago

Job description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.

About the Role

LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning.

Key Responsibilities
  • Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
  • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico
  • Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
  • Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment
  • Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
  • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
  • An active Certified Financial Planner (CFP) designation is required for this role
  • Fluent English and Spanish - written and spoken
  • Passion for educating individuals to take control and invest in their financial future
  • Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
  • Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
  • Startup and/or Fintech experience
  • Experience creating presentations and presenting to large audiences
Closing

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We're excited to speak with you about joining our team!