What are the responsibilities and job description for the Client Care Representative position at IRA Club, LLC?
ROLE
- Answer and respond to incoming phone calls and emails—route them to the appropriate specialist as necessary.
- Assist clients with general account troubleshooting: balance inquiries, account changes, and online access.
- Cash transfer processing and communicating the funding status with clients.
- Participate in training, 1:1's, and company-wide meetings to expand your knowledge and collaborate with colleagues in other departments.
- Process and review documents to ensure they are complete.
- Many opportunities to work on impactful projects directly contributing to the company's growth.
- Other tasks as assigned.
BENEFITS
- Company health, dental, and vision insurance.
- 10 days of paid time off the first year - increase after twelve months. paid holidays
- Pre-tax commuter benefits for the CTA and Metra.
- Snacks and drinks in the staff breakroom.
- Company-sponsored outings and lunches throughout the year.
ABOUT YOU
- At least two years of experience in a customer service or office position/environment.
- Experience working with a CRM (Salesforce) is a plus.
- Opportunity seeking – you are the type of person who welcomes feedback and loves to learn.
- Highly organized with strong attention to detail.
- Passionate about helping others.
- You are friendly - can make small talk with anyone.
- Solid time management and multitasking skills.
IRA Club is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.
