What are the responsibilities and job description for the New Accounts – Entry level Customer Service position at American IRA, LLC?
Job Title: New Accounts Coordinator
Location: Asheville, NC
Job Type: Full-Time
Position Summary:
American IRA is looking for a detail-oriented and customer-focused individual to join our team as a New Accounts Coordinator. This is an entry-level customer service administrative role where you will assist clients through the account opening process and ensure accurate documentation. The ideal candidate will possess excellent communication skills and be familiar with Microsoft Word.
Responsibilities
- Guide clients through the account opening process, including reviewing applications and required documentation.
- Ensure all account documentation is complete, and accurate.
- Provide timely updates to clients regarding the status of their applications.
- Respond to inquiries via phone and email regarding new accounts, account types, and investment eligibility.
- Coordinate with internal departments to ensure seamless client onboarding.
- Maintain accurate records in CRM and other internal systems.
- Assist in the ongoing improvement of onboarding procedures and documentation.
Qualifications
- Excellent written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks in a fast-paced environment.
- Familiar with Microsoft Office
- Experience with CRM platforms.
- Must be able to pass a background check.
- Customer service experience is a plus but is not required.
Job Type: Full-time
Pay: $19.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- Day shift
Ability to Commute:
- Asheville, NC 28801 (Required)
Ability to Relocate:
- Asheville, NC 28801: Relocate before starting work (Preferred)
Work Location: In person
Salary : $19 - $20