Service Associate - job 1 of 2

We are seeking a dedicated, and detail-oriented Client Service Associate to join our team. In this role, you will provide exceptional support to our clients by handling inbound inquiries related to banking services, self-directed IRAs, Checkbook LLCs, and Trusts. This position is ideal for individuals with a strong understanding of IRA industry practices, customer relationship management tools (CRM),and a passion for delivering outstanding customer service in a collaborative and dynamic environment.

• Respond promptly and professionally to inbound client inquiries via phone, email, and live chat.
• Provide accurate and detailed information about banking services, self-directed IRAs, Checkbook LLCs, and Trusts.
• Assist clients in navigating account setup, funding processes, and compliance requirements.
• Resolve client issues efficiently and escalate complex cases to the appropriate department when necessary.
• Maintain up-to-date knowledge of company offerings, including account structures and investment options.
• Accurately document all client interactions in the company's CRM system.
• Monitor and manage queues to ensure timely responses and adherence to service level agreements.
• Assist clients with routine banking transactions, account updates, and general troubleshooting.
• Stay informed about regulatory changes impacting self-directed IRAs, Checkbook LLCs, and Trusts.
• Collaborate with other departments to ensure seamless client experiences.
• Participate in team meetings and training sessions to stay informed and improve skills.
• Perform other duties as needed to support the team and enhance the client experience. 

• High school diploma or equivalent required; Associate's or Bachelor's degree in finance, business, or related field preferred.
• Proven experience in customer service within a banking or financial services environment.
• Strong knowledge of self-directed IRAs, Checkbook LLCs, Trusts, and related regulatory requirements.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Proficiency in using CRM software, email platforms, and live chat tools.
• Ability to multi-task, prioritize, and manage time effectively.
• Problem-solving skills with a proactive approach to client needs.
• Detail-oriented with a focus on delivering accurate and timely information to clients.