IRA Financial · 1 day ago
Customer Service Specialist
Sioux Falls, SD
Full-time
Onsite
New Grad, Entry LevelIRA Financial is seeking a Customer Service Specialist to address client inquiries and resolve issues to ensure high satisfaction. The role involves interacting with clients across various channels and contributing to service process improvements.
Financial ServicesFinTech
Responsibilities
Serve as the primary point of contact for customers through phone, email, chat, and other channels. Address inquiries, provide information, and resolve issues promptly and professionally
Identify and resolve client problems or concerns effectively. Handle complex and escalated issues with empathy and effective problem-solving skills
Ensure all documentation is up-to-date and accurate. Maintain accurate records of client interactions, transactions, comments, and complaints
Maintain in-depth knowledge of IRA Financials’ products and services. Provide accurate information and recommendations to customers based on their needs
Work closely with internal teams to ensure seamless experience for clients and support overall business objectives
Other tasks as assigned by management
Qualification
Required
Commitment to delivering exceptional customer service
Strong verbal and written communication skills
Empathetic and patient with a strong customer-focused mindset
Strong problem-solving abilities and a proactive approach to challenges
Preferred
Bachelor's degree in finance, accounting, business administration, or a related field preferred; or equivalent work experience
Previous experience in financial services, particularly in IRA administration or retirement accounts, preferred
Previous experience with financial software, databases, and Microsoft Office Suite products
Benefits
Health, Dental, Vision Insurance
401(k) Employer Contribution of 4%
13 1/2 Paid Holidays, Paid Time Off, and Volunteer Time
Parental Leave
Paid 30 Minute Lunch
Catered lunch every Monday
Monthly 15-minute massage
Company
IRA Financial
IRA Financial is a leading public trust company specializing in self-directed retirement solutions.
Founded in 2010
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.3M2019-12-19Series Unknown· $2.3M
Leadership Team
Adam Bergman
President
Recent News
Company data provided by crunchbase