Job Description
Job DescriptionJob 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
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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.
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Identify and resolve client problems or concerns effectively. Handle complex and escalated issues with empathy and effective problem-solving skills.
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Ensure all documentation is up-to-date and accurate. Maintain accurate records of client interactions, transactions, comments, and complaints.
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Maintain in-depth knowledge of IRA Financials’ products and services. Provide accurate information and recommendations to customers based on their needs.
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Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.
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Other tasks as assigned by management.
Qualifications & Requirements
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Bachelor’s degree in finance, accounting, business administration, or a related field preferred; or equivalent work experience.
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Previous experience in financial services, particularly in IRA administration or retirement accounts, preferred.
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Commitment to delivering exceptional customer service.
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Previous experience with financial software, databases, and Microsoft Office Suite products.
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Strong verbal and written communication skills.
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Empathetic and patient with a strong customer-focused mindset.
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Strong problem-solving abilities and a proactive approach to challenges.
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