Client Onboarding Specialist

Directed IRA is a growing Trust Company focused on self-directed retirement accounts. Founded by industry leaders and experts on Self Directed IRAs, Directed IRA has quickly become a market leader in the self-directed investment industry.

Directed IRA is built on culture and providing an excellent customer experience. We have a fun working environment and love helping people take control of their retirement by investing in alternative investments such as cryptocurrency, real estate, promissory notes, precious metals and private companies.

We are headquartered in Phoenix, Arizona at 3033 N Central Ave, Phoenix, AZ 85012

Availability to work in office (this is not a remote opportunity).
Office hours of 8am - 5pm MST

Awesome optional flex schedule after 90 days as follows: 7-5pm or 8-6pm (9 hour workday) with every other Friday or Monday off.

Salary $40,000-$45,000 based on experience.

Commission bonuses for successfully funded Directed IRA accounts.

Employment subject to passing background check.

Who We Are Looking to Hire:

A Client Onboarding Specialist that demonstrates superior expertise and first-class service to our clients. As a Client Onboarding Specialist, you will be an essential member of our Client Services & New Accounts team.

Directly reports to the Manager of Client Services.

THE ROLE:

• Assisting with onboarding of new clients
• Assisting with client portal access and navigation
• Knowledgeable on various methods to fund retirement accounts
• Following up with clients to ensure client proceeds/completes funding
• Ensure all required documentation is received in order to begin the rollover/transfer process
• Communicate with Clients in regards to the funding status of their Self Directed Account
• Update client when funds are received. This is performed via email
• New Account data entry and Process all New Account openings through various software systems
• Answer questions and resolve item processing issues with internal team members via phone and email
• When necessary follow up with applicants and/or external clients regarding missing information to get any needed transfer information
• Answer and route incoming phone calls
• Develop expertise to provide clients on-going support and assistance

• Schedule new account appointments on our Sr Account Executives calendars
• Provide support to our managers, employees, and clients assisting in daily office needs and managing our company’s general administrative activities

• Knowledge of office management systems and procedures

• Working knowledge of office equipment, computers, printers and fax machines

• Proficiency in MS Office (MS Excel, MS PowerPoint, MS Word)
• Experience with Salesforce is a plus but not required

• Enter and manage sensitive client data into trust software to open retirement accounts. i.e. IRA, SEP, 401k, HSA

• Ability to work well with other team members and understand and take direction to assist the team.

EXPERIENCE:

• 1-3 years’ experience in a Client Services role

• Experience with Retirement Accounts preferred
• Experience with IRAs, HSAs, ESAs preferred

• Experience with Self-Directed IRAs is a bonus

PREFERRED SKILLS AND ABILITIES:

• Strong customer service communication and relationship skills. (active listener, clear, honest, strong verbal and written communicator, and good note taking skills)
• Must exude highest attention to detail and accountability.
• Self-starter, ability to take initiative, strong problem-solving skills, with a positive and proactive attitude.
• Ability to contribute to a collaborative team environment.
• Ability to prioritize, exceptional organizational skills, multi-task and manage time effectively.
• Ability to learn and retain industry specific information.
• Schedule reliability.
• Experience with IRAs, 401(k)s, or other retirement accounts is very helpful but is not required.

WHY JOIN THE DIRECTED IRA TEAM?

• New Account Funding Commissions
• Company 401(k) plus matching after one year of employment

• Health Reimbursement Arrangement (HRA) after 90 days of employment

• Annual Year End Performance Bonus

• 15 days paid time off annually

• 10 paid days off for company recognized holidays

• Fun monthly company incentives and prizes

• Monthly company lunches

• Free snacks and drinks in the staff lounge

• Option to participate in additional company bonus opportunities

• Upon completion of two years of dedicated IRA operational and technical experience, Directed IRA will pay for you to receive the prestigious professional designation - Certified IRA Services Professional (CISP)

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

Experience:

• Client Services: 1 year (Preferred)

Work Location: One location