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Client Services Representative

IRA Services, Inc. Sioux Falls ,SD
  • Posted: over a month ago
  • $17 Hourly
  • Full-Time
  • Benefits: vision, 401k, dental, life_insurance, medical
Job Description

 

Client Services Representative – starting at $16.82 per hour- full time regular non-exempt role (eligible for overtime pay)

This position is based in Sioux Falls, South Dakota

  • Hours 10:30 am to 7:00 pm- Monday-Friday
  • Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan

The Role:

As a Forge Trust Client Services Representative (CSR) you will be the first point of contact for our clients. You must be able to answer questions about types of accounts, account opening process, account funding, investment process, required distributions and other services offered by Forge Trust.

Our CSR’s are BOLD, ACCOUNTABLE AND HUMBLE. They are genuinely excited to help clients. They’re patient, empathetic, and passionately communicative. We want our CSR’s to put themselves in our client’s shoes and advocate for them when necessary. Problem-solving also comes naturally to our CSR’s. They are confident at troubleshooting and investigating if they do not have enough information to resolve client inquiries.

Essential Responsibilities:

  • Answer and manage incoming calls, emails, fax and web-chats.
  • Identify and assess client’s needs to achieve satisfaction
  • Provide accurate, valid and complete information by using the right methods/tools in accordance with company procedures.
  • Maintain records of client interactions, process client requests and file documents
  • Follow communication procedures, guidelines and departmental policies and procedures.
  • Take the extra mile to engage clients

Qualifications/Requirements:

  • High School Diploma or equivalent and 2 years related experience
  • Proven customer support experience or direct experience as a Client Service Representative
  • Track record of over-achieving quota.
  • Strong verbal and written communication skills as well as Excellent phone etiquette.
  • Familiarity with Microsoft Office.
  • Customer orientation and ability to adapt/respond to different types of clients
  • Ability to multi-task, prioritize, and manage time effectively
  • Strong organizational and time management skills.
  • Strong problem solving, conflict resolution and negotiation skills
  • Ability to work under pressure.
  • Self-motivated and resourceful.
  • Knowledge and understanding of IRS Regulations for retirement accounts and qualified plans
  • Retirement Account experience strongly preferred
  • Ability to jump in and make a difference in a very short period of time
  • Must be able to sit and/or stand for long periods of time in an office setting while working
  • Must be able to work onsite at our South Dakota office post COVID restrictions

Eligibility Requirements:

  • Candidate must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the selection process
  • Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

At Forge, we know our team is our greatest asset. As innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

Forge is the company powering the leading platform for the private market economy, and we’ve raised over $85M to help folks at companies like Palantir, SpaceX and AirBnB get liquidity for their hard-earned equity to buy a house, pay medical bills or send their kids to college. We also recently acquired IRA Services, now Forge Trust, to expand our service offering in the private markets.

Forge Trust has more than 35 years of experience offering unmatched custodial, administrative, trustee services in the self-directed IRA industry. We provide experience, superior service, and true diversification giving you more choices and more control for a better retirement.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

This position description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the functions or requirements of this position.

Company Description
Forge is the company powering the leading platform for the private market economy, and we’ve raised over $85M to help folks at companies like Palantir, SpaceX and AirBnB get liquidity for their hard-earned equity to buy a house, pay medical bills or send their kids to college. We also recently acquired IRA Services, now Forge Trust, to expand our service offering in the private markets.

Forge Trust has more than 35 years of experience offering unmatched custodial, administrative, trustee services in the self-directed IRA industry. We provide experience, superior service, and true diversification giving you more choices and more control for a better retirement.

IRA Services, Inc.

Why Work Here?

Exciting future ahead with the company recently being acquired by Forge Global which will increase room for growth.

Forge is the company powering the leading platform for the private market economy, and we’ve raised over $85M to help folks at companies like Palantir, SpaceX and AirBnB get liquidity for their hard-earned equity to buy a house, pay medical bills or send their kids to college. We also recently acquired IRA Services, now Forge Trust, to expand our service offering in the private markets. Forge Trust has more than 35 years of experience offering unmatched custodial, administrative, trustee services in the self-directed IRA industry. We provide experience, superior service, and true diversification giving you more choices and more control for a better retirement.

Address

401 E. 8th St
Sioux Falls, SD
USA

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