Retired.com · 9 hours ago
Client Service Associate
United States
Full-time
Remote
Entry Level
$25/hr - $28/hr
1+ years expRetired.com is on a mission to simplify retirement and financial decision-making for individuals and families. They are seeking a Client Service Associate to be the primary point of contact for clients, supporting inquiries related to self-directed IRA accounts and providing professional service across various communication channels.
Financial Services
Responsibilities
Respond to inbound client inquiries via phone, email, and live chat in a professional and timely manner
Provide accurate guidance on account services, including self-directed IRAs, Checkbook LLCs and Trusts, and cryptocurrency (as applicable)
Assist clients with transactions throughout the IRA account lifecycle
Troubleshoot and resolve client issues, escalating complex matters to the appropriate internal teams
Maintain up-to-date knowledge of company products, account types, and investment options
Accurately document all client interactions and updates in the CRM system
Monitor assigned queues to meet established service level expectations
Support routine account maintenance, technical questions, and general client needs
Stay current on industry regulations and compliance requirements related to self-directed IRAs
Collaborate with cross-functional teams to ensure a seamless client experience
Participate in team meetings, 1:1s, reviews, and ongoing training
Contribute to team success by supporting additional tasks as needed
Qualification
Required
Education: High school diploma or equivalent required. Associate or bachelor's degree in business, finance, or a related field preferred
Experience: 1–2 years of experience in customer service or administrative support, preferably within financial services, self-directed IRAs or a call center environment
Skills: Proficiency in CRM platforms such as HubSpot, or similar systems. Familiarity with financial services tools and email communication platforms. Strong organizational skills and attention to detail
Knowledge: General understanding of IRA account life cycle related transactions. Ability to follow existing policies and procedures when handling transactions. Working knowledge of relevant industry regulations, including IRS guidelines for retirement accounts
Company
Retired.com
We're on a mission to help Americans achieve financial freedom.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase