Client Services
Maverick Payments
Client Service Associate
Retired.com
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $23 - $26 per hour
Job Level
JuniorMid-Level
About the role
- Respond to client inquiries in a timely and professional manner through phone, email, and live chat channels.
- Deliver accurate information regarding account services, self-directed IRAs, Checkbook LLCs and Trusts, and cryptocurrency, as needed.
- Guide clients through various transactions that occur throughout the IRA account life cycle.
- Troubleshoot and resolve client issues efficiently, escalating more complex matters to the appropriate teams when necessary.
- Maintain a comprehensive understanding of company products, account types, and investment options.
- Record all client interactions and updates accurately within the company’s CRM system.
- Monitor assigned queues to ensure responses aligned with established service level expectations.
- Support clients with routine account activities, account maintenance, and general technical issues.
- Stay current on industry regulations and compliance updates affecting self-directed IRAs.
- Coordinate with cross-functional teams to ensure consistent and seamless client support.
- Actively engage and participate in team meetings, 1:1s, reviews, and ongoing training to enhance knowledge and service effectiveness.
- Perform additional tasks as needed and provide team support as required to uphold service standards and achieve client satisfaction.
Requirements
- High school diploma or equivalent required
- Associate’s or bachelor’s degree in business, finance, or related field preferred
- 1–2 years in customer service or administrative support (financial services or call center experience a plus)
- Proficiency with CRM platforms (e.g., HubSpot)
- Familiarity with financial services tools and email platforms
- Strong organizational skills and attention to detail
- Excellent verbal and written communication
- Ability to handle sensitive information with discretion
- Problem-solving mindset with a client-first approach
- Knowledge of IRA account life cycle and IRS regulations for retirement accounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceadministrative supportproblem-solvingaccount maintenancetransaction processingknowledge of IRA account life cycleIRS regulations
Soft skills
organizational skillsattention to detailverbal communicationwritten communicationdiscretionclient-first approach
Certifications
high school diplomaassociate's degreebachelor's degree
