Client Service Associate

BitcoinIRA; Option (PA); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading company in the financial services sector is seeking a Client Service Associate to provide exceptional support to clients managing self-directed IRAs. The role involves handling inquiries about various assets, documenting interactions, and ensuring a high level of client satisfaction. This full-time remote position offers an opportunity to thrive in a dynamic environment focused on alternative and digital currencies.

Qualifications

• 1-2 years of experience in customer service or administrative support.
• Proficiency in CRM platforms such as HubSpot.
• Familiarity with financial services tools.

Responsibilities

• Respond promptly to inbound client inquiries via phone, email, and live chat.
• Assist clients in account setup and funding processes.
• Resolve client issues and monitor call queues.

Skills

Customer Service

CRM Proficiency

Financial Knowledge

Education

High school diploma or equivalent

Associate or bachelor's degree in business or finance

Tools

HubSpot

Job description

The Client Service Associate is critical in providing exceptional support to our clients by handling inbound inquiries related to self-directed IRAs who have a variety of assets including alternative and digital currency assets. As the point of contact for clients, this role requires a strong understanding of the IRA industry, financial services systems, and customer relationship management (CRM) tools. This is a remote, full-time position offering the opportunity to work in a fast-paced, client-focused environment.

Essential Duties & Responsibilities

• Respond promptly and professionally to inbound client inquiries via phone, email, and live chat
• Provide accurate and detailed information about their self-directed IRAs and associated transactions.
• Assist clients in navigating account setup, funding processes, compliance requirements, and all other inquiries as received based on internal policy.
• 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 incoming call queues, group email boxes, and ticketing systems 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
• 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
  
  
  

Required Qualifications

• High school diploma or equivalent required
• Associate or bachelor's degree in business, finance, or related field preferred
• 1-2 years of experience in customer service or administrative support, preferably within financial services, self-directed IRAs or a call center environment
• Proficiency in CRM platforms such as HubSpot, or similar systems
• Familiarity with financial services tools and email communication platforms
• General understanding of IRA account life cycle related transactions
• Ability to work standard Monday-Friday schedule 10:00 AM to 7:00 PM CST
  

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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