Customer Success Specialist - Remote

Overview

As a Customer Success Specialist at Forge Trust, you will be the first point of contact for clients, providing exceptional service and support to help them manage their self-directed retirement accounts.

In Short

• Remote work opportunity in South Dakota.
• Full-time position with Monday to Friday schedule.
• Hourly pay starting at $20 based on experience.
• Responsibilities include handling customer inquiries through various communication channels.
• Build trust and rapport with customers while educating them about products and services.
• Collaborate with teams to ensure customer satisfaction.
• Must have 1-2 years of customer service experience.
• Strong communication and problem-solving skills are essential.
• Full benefits package including health insurance and retirement plan.
• Fun and supportive team culture.

Requirements

• High school diploma or equivalent.
• 2 years of customer service experience.
• Strong verbal and written communication skills.
• Familiarity with Microsoft Office.
• Ability to multi-task and manage time effectively.
• Strong organizational skills.
• Ability to solve complex problems independently.
• Bachelor's degree preferred but not required.

Benefits

• Remote work environment.
• Career growth opportunities.
• Competitive compensation.
• Comprehensive benefits package including medical, dental, vision, and 401(k).
• Supportive company culture.