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.