Customer Experience Specialist
6 days ago
The market demand for alternative retirement account services is exploding, and IRA Club is aggressively expanding to meet this significantly underserved market.
About the RoleWe are seeking a skilled Customer Experience Specialist to join our dedicated team. This role offers an estimated annual salary of $55,000 - $65,000 based on experience and location.
Key Responsibilities- Provide clear and friendly support to clients via phone and email.
- Troubleshoot account issues and empower clients to manage their IRAs confidently.
- Process cash transfers and keep clients informed every step of the way.
- Participate in training and team meetings to expand your knowledge and skills.
- Review documents to ensure accuracy and completeness, safeguarding client information.
- Comprehensive Benefits: Enjoy health and dental insurance, generous PTO, retirement plan, paid holidays, and pre-tax commuter benefits.
- Career Development: Gain valuable experience and grow within a rapidly expanding company.
- Supportive Team: Join a collaborative, drama-free team that provides exceptional service.
- Fun Perks: Enjoy snacks, drinks, company outings, and lunches - we believe in celebrating our team's successes.
- Experienced & Customer-Focused: You have at least two years of experience in customer service or an office environment, with a passion for helping others.
- Tech-Savvy: Experience with a CRM (like Salesforce) is a plus.
- Eager Learner: You always seek opportunities to grow and welcome constructive feedback.
- Organized & Efficient: You pay close attention to detail and excel at multitasking.
- Friendly & Approachable: You build rapport quickly and make clients feel comfortable.
IRA Club values diversity and does not discriminate based on age, race, religion, color, disability, sex, sexual orientation, or national origin. We strive to create an inclusive work environment where everyone can thrive.
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