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Service Associate - job 1 of 2

We are seeking a dedicated, and detail-oriented Client Service Associate to join our team. In this role, you will provide exceptional support to our clients by handling inbound inquiries related to banking services, self-directed IRAs, Checkbook LLCs, and Trusts. This position is ideal for individuals with a strong understanding of IRA industry practices, customer relationship management tools (CRM),and a passion for delivering outstanding customer service in a collaborative and dynamic environment.


Responsibilities
  • Respond promptly and professionally to inbound client inquiries via phone, email, and live chat.
  • Provide accurate and detailed information about banking services, self-directed IRAs, Checkbook LLCs, and Trusts.
  • Assist clients in navigating account setup, funding processes, and compliance requirements.
  • Resolve client issues efficiently and escalate complex cases to the appropriate department when necessary.
  • Maintain up-to-date knowledge of company offerings, including account structures and investment options.
  • Accurately document all client interactions in the company's CRM system.
  • Monitor and manage queues to ensure timely responses and adherence to service level agreements.
  • Assist clients with routine banking transactions, account updates, and general troubleshooting.
  • Stay informed about regulatory changes impacting self-directed IRAs, Checkbook LLCs, and Trusts.
  • Collaborate with other departments to ensure seamless client experiences.
  • Participate in team meetings and training sessions to stay informed and improve skills.
  • Perform other duties as needed to support the team and enhance the client experience. 


Qualifications
  • High school diploma or equivalent required; Associate's or Bachelor's degree in finance, business, or related field preferred.
  • Proven experience in customer service within a banking or financial services environment.
  • Strong knowledge of self-directed IRAs, Checkbook LLCs, Trusts, and related regulatory requirements.
  • Excellent communication and interpersonal skills, with a client-focused mindset.
  • Proficiency in using CRM software, email platforms, and live chat tools.
  • Ability to multi-task, prioritize, and manage time effectively.
  • Problem-solving skills with a proactive approach to client needs.
  • Detail-oriented with a focus on delivering accurate and timely information to clients.


$20 - $25 an hour
Benefits:
Competitive Salary: Based on experience and qualifications.
Health & Wellness: Comprehensive medical, dental, and vision insurance.
Retirement Benefits: 401(k) with company match.
Paid Time Off: Generous paid time off (PTO) and holidays.
Professional Development: Opportunities for training and career growth within the financial services industry.
Work-Life Balance: Flexible remote work environment with a standard Monday through Friday, 8:00 AM to 5:00 PM CST schedule.
Team Environment: Collaborative and supportive remote team with regular check-ins and team-building activities.

Average salary estimate

$46800 / YEARLY (est.)
min
max
$41600K
$52000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Full-time, remote
DATE POSTED
January 30, 2025

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