Service Associate

We are seeking a dedicated, and detail-oriented Client Service Associate to join our team. In this role, you will provide exceptional support to our clients by handling inbound inquiries related to banking services, self-directed IRAs, Checkbook LLCs, and Trusts. This position is ideal for individuals with a strong understanding of IRA industry practices, customer relationship management tools (CRM),and a passion for delivering outstanding customer service in a collaborative and dynamic environment.

Responsibilities

• Respond promptly and professionally to inbound client inquiries via phone, email, and live chat
• Provide accurate and detailed information about banking services, self-directed IRAs, Checkbook LLCs, and Trusts
• Assist clients in navigating account setup, funding processes, and compliance requirements
• Resolve client issues efficiently and escalate complex cases to the appropriate department when necessary
• Maintain up-to-date knowledge of company offerings, including account structures and investment options
• Accurately document all client interactions in the company's CRM system
• Monitor and manage queues to ensure timely responses and adherence to service level agreements
• Assist clients with routine banking transactions, account updates, and general troubleshooting
• Stay informed about regulatory changes impacting self-directed IRAs, Checkbook LLCs, and Trusts
• Collaborate with other departments to ensure seamless client experiences
• Participate in team meetings and training sessions to stay informed and improve skills
• Perform other duties as needed to support the team and enhance the client experience.
  
  
  

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree in finance, business, or related field preferred
• Proven experience in customer service within a banking or financial services environment
• Strong knowledge of self-directed IRAs, Checkbook LLCs, Trusts, and related regulatory requirements
• Excellent communication and interpersonal skills, with a client-focused mindset
• Proficiency in using CRM software, email platforms, and live chat tools
• Ability to multi-task, prioritize, and manage time effectively
• Problem-solving skills with a proactive approach to client needs
• Detail-oriented with a focus on delivering accurate and timely information to clients
  
  
  

Benefits:

Competitive Salary: Based on experience and qualifications.

Health & Wellness: Comprehensive medical, dental, and vision insurance.

Retirement Benefits: 401(k) with company match.

Paid Time Off: Generous paid time off (PTO) and holidays.

Professional Development: Opportunities for training and career growth within the financial services industry.

Work-Life Balance: Flexible remote work environment with a standard Monday through Friday, 8:00 AM to 5:00 PM CST schedule.

Team Environment: Collaborative and supportive remote team with regular check-ins and team-building activities.