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Remote Chat Jobs in Puerto Rico (NOW HIRING)

LearnLux

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74.50K - $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 information

What Are Remote Chat Jobs?

Remote chat jobs involve providing customer service or support via a chat application. Your job duties in this online job vary slightly depending on the type of support that you provide. A customer service representative works to answer questions and help customers with basic troubleshooting, ordering products or services, or technical issues. You can perform your responsibilities in a remote location using a virtual chat application. If you are unable to assist the customer or client, you refer them to other employees. Remote chat agents either work for a single employer or different companies on a freelance basis.

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

To thrive as a Remote Chat Support Representative, you need excellent written communication skills, fast typing abilities, and experience in customer service, often supported by a high school diploma or equivalent. Familiarity with live chat platforms, CRM systems, and help desk software is typically required. Strong problem-solving, patience, and the ability to multitask effectively are essential soft skills for this role. These skills and qualities are crucial for delivering prompt, accurate, and empathetic support to customers in a virtual environment.

What are some common challenges faced by remote chat support agents and how can they be addressed?

Remote chat support agents often face challenges such as handling multiple conversations simultaneously, maintaining a high level of customer satisfaction without face-to-face interaction, and managing distractions in a home environment. To address these, agents can use tools that help organize chats, follow clear communication guidelines, and set up a dedicated workspace to minimize interruptions. Regular check-ins with team leads and ongoing training sessions also help agents stay connected with their team and up-to-date on best practices.

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

AspectRemote ChatRemote Customer Support Agent
Primary RoleEngages with customers via live chat to resolve inquiries and provide assistanceHandles customer issues through various channels, including phone, email, and chat
Required SkillsExcellent written communication, problem-solving, multitaskingStrong communication skills, empathy, technical knowledge
Work EnvironmentOnline, computer-based, flexible hoursRemote, often multi-channel, may include shift work
Common CertificationsCustomer service certifications, technical support trainingCustomer service certifications, technical support certifications

Remote Chat specialists focus primarily on live online interactions, providing quick responses via chat. Remote Customer Support Agents may handle multiple channels, including chat, but often involve phone and email support as well. Both roles require strong communication skills and customer service experience, but Remote Chat is more specialized in real-time online engagement, while Remote Customer Support Agents have a broader support scope.

More about Remote Chat jobs
What are the most commonly searched types of Chat jobs in Puerto Rico? The most popular types of Chat jobs in Puerto Rico are:
What are popular job titles related to Remote Chat jobs in Puerto Rico? For Remote Chat jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Remote Chat jobs in Puerto Rico look for? The top searched job categories for Remote Chat jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Remote Chat jobs? Cities in Puerto Rico with the most Remote Chat job openings:
Remote Chat jobs near you
Infographic showing various Remote Chat job openings in Puerto Rico as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.
Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux

San Juan, PR • Remote

$74.50K - $100K/yr

Full-time

Retirement

Posted 24 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!