Customer Success Specialist - Empowering Self-Directed Retirement Account Holders in South Dakota (Fully Remote)

Unlock a Rewarding Career with Forge Trust: Your Partner in Customer Success Are you driven by a passion for delivering exceptional customer experiences and helping individuals achieve their financial goals? Do you thrive in a remote work environment and value a company culture that prioritizes employee well-being and growth? If so, we invite you to explore the Customer Success Specialist role at Forge Trust, a leading provider of self-directed retirement accounts. About Forge Trust: Empowering Financial Freedom Forge Trust is a division of Forge Global, a pioneering company that has helped tens of thousands of customers save for their future, with over $13 billion in assets under custody. Our mission is to provide innovative solutions, exceptional service, and unparalleled expertise in self-directed retirement accounts, empowering investors to diversify their portfolios with alternative assets. As a trusted partner to prominent financial institutions like LendingClub, WealthFront, and Acorns, we are committed to supporting almost 1.5 million consumers in achieving their financial objectives. Key Responsibilities: Your Role as a Customer Success Specialist As a Customer Success Specialist at Forge Trust, you will be the primary point of contact for our clients, serving as the voice of our customer in every interaction. Your responsibilities will include: Utilizing chats, phone calls, and emails to listen to clients, provide education, problem-solve, and offer proactive recommendations to ensure their success with our products and services. Building trust and rapport with customers, educating them on the features and benefits of our offerings, and providing potential solutions to complex situations. Guiding clients through each inquiry from start to finish, ensuring a seamless and satisfying experience. Collaborating with other teams to ensure customer satisfaction and retention, driving long-term relationships and growth. Essential Qualifications: What We're Looking For To succeed in this role, you will need: A high school diploma or equivalent and a minimum of 2 years of customer service experience. Proven customer support experience or experience as a Customer Success Professional, with a track record of delivering exceptional results. Strong verbal and written communication skills, with excellent phone etiquette and the ability to adapt to different client needs. Familiarity with Microsoft Office and the ability to quickly learn new tools and technologies. A customer-oriented mindset, with the ability to prioritize and manage multiple tasks effectively. Strong organizational and time management skills, with the ability to work independently and collaboratively as part of a team. The ability to solve complex problems from start to finish, with a keen eye for detail and a commitment to delivering high-quality results. Preferred Qualifications: Additional Assets While not required, the following qualifications can give you a competitive edge: A bachelor's degree or equivalent experience in related fields, such as business, finance, or communications. Previous experience in the financial services industry or a related field. Skills and Competencies: What You'll Need to Succeed To excel as a Customer Success Specialist at Forge Trust, you will need: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. A customer-centric mindset, with a passion for delivering exceptional service and support. Strong problem-solving and analytical skills, with the ability to think critically and creatively. The ability to work independently and collaboratively as part of a team, with a flexible and adaptable approach. A commitment to ongoing learning and professional development, with a keen interest in staying up-to-date with industry trends and best practices. Career Growth Opportunities and Learning Benefits At Forge Trust, we are committed to supporting the growth and development of our employees. As a Customer Success Specialist, you will have opportunities to: Develop new skills and expertise, with access to ongoing training and professional development resources. Take on new challenges and responsibilities, with a clear path for career advancement within the company. Collaborate with cross-functional teams, gaining a deeper understanding of our business and the financial services industry. Work Environment and Company Culture At Forge Trust, we value our employees as much as our customers. Our remote work environment offers: The flexibility to work from the comfort of your own home, with a reliable internet connection and a quiet, secure environment. A culture that prioritizes employee well-being, with a focus on work-life balance and overall job satisfaction. A team of passionate, friendly, and supportive colleagues who share your values and vision. Compensation, Perks, and Benefits We offer a competitive compensation package, including: An hourly wage of $20 or more, based on experience. A comprehensive benefits package, including health insurance, retirement plan, paid time off, and employee discounts. Bonus opportunities and other incentives to recognize and reward outstanding performance. An internet stipend to support your remote work setup. Join Our Team: Take the First Step Towards a Rewarding Career If you're a motivated and customer-focused individual looking for a challenging and rewarding role, we encourage you to apply for the Customer Success Specialist position at Forge Trust. With our commitment to employee growth and development, a culture that values work-life balance, and a comprehensive benefits package, we offer a unique opportunity to build a fulfilling career in a dynamic and growing industry. Don't hesitate to apply today and take the first step towards a brighter future with Forge Trust! Important Details: This position is fully remote and available to candidates located in South Dakota. The scheduled hours are Monday to Friday, 10:30 am to 7:00 pm. Forge Trust implements a mandatory COVID-19 Vaccination Policy, with exceptions for medical or religious reasons. Apply for this job