Customer Service Specialist - IRA Financial : Job Details

Job Overview The Customer Service Specialist is responsible for addressing client inquiries, resolving issues, and ensuring a high level of satisfaction. This position involves interacting with clients via various channels, providing support, and contributing to the improvement of service processes. Job Structure Details

• On-Site, Sioux Falls, SD
• Full Time, Monday-Friday, no nights or weekends
• Non-Exempt/Hourly

Benefits

• Health, Dental, Vision Insurance
• 401(k) Employer Contribution of 4%
• Paid Time Off, Volunteer and Birthday Time Off
• Parental Leave
• Paid 30 Minute Lunch
• Catered lunch every Monday
• Monthly 15-minute massage

Responsibilities & Duties

• 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.

Qualifications & Requirements

• 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.
• Commitment to delivering exceptional customer service.
• Previous experience with financial software, databases, and Microsoft Office Suite products.
• 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.

Compensation Starting at $21.00 per hour