Client Service Associate

BitcoinIRA; United States; Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a dedicated Client Service Associate to provide exceptional support to clients in a remote, full-time role. This position is vital for handling inquiries related to self-directed IRAs, including alternative and digital currencies. The ideal candidate will excel in a fast-paced environment, demonstrating professionalism and expertise in financial services. Join a team that values client satisfaction and offers a flexible work environment with generous benefits, including retirement plans and paid time off. If you are passionate about helping clients navigate their financial journeys, this role is perfect for you.

Benefits

401(k) matching

Generous paid time off

Flexible work environment

Qualifications

• Strong understanding of the IRA industry and financial services.
• Experience in customer service roles with a focus on client satisfaction.

Responsibilities

• Respond to client inquiries via phone, email, and chat.
• Assist clients with account setup and compliance inquiries.
• Document all client interactions in the CRM system.

Skills

Customer Relationship Management (CRM)

Financial Services Knowledge

Communication Skills

Problem-Solving Skills

Education

Bachelor's Degree in Finance or related field

Tools

CRM Software

Job description

Job Title: Client Service Associate

We are seeking a dedicated, knowledgeable, and client-focused Client Service Associate to join our team. This role is critical in providing exceptional support to our clients by handling inbound inquiries related to self-directed IRAs, which may include assets such as alternative and digital currencies. As the main point of contact for clients, this position requires a strong understanding of the IRA industry, financial services systems, and customer relationship management (CRM) tools. This is a remote, full-time role offering the opportunity to work in a fast-paced, client-focused environment. The ideal candidate will demonstrate professionalism, expertise in financial services, and a commitment to client satisfaction.

Key Responsibilities

• Respond promptly and professionally to inbound client inquiries via phone, email, and live chat.
• Provide accurate and detailed information about self-directed IRAs and related transactions.
• Assist clients with account setup, funding, compliance, and other inquiries based on internal policies.
• 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 inboxes, and ticketing systems to ensure timely responses and adherence to service level agreements.
• Assist clients with routine banking transactions, account updates, and troubleshooting.
• Stay informed about regulatory changes affecting 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.

Salary is commensurate with experience and aligned with market standards. Benefits include retirement plans with 401(k) matching, generous paid time off and holidays, and a flexible work environment with a standard Monday-Friday 10:00 AM to 7:00 PM CST schedule.