Client Service Associate

unlimited holidays
Work set-up: 
Full Remote
Contract: 
Full time
Work from: 
Anywhere

Offer summary

Qualifications:

Experience in customer-facing roles, preferably in financial services or call centers., Strong communication and problem-solving skills., Familiarity with CRM systems and digital communication tools., Interest or knowledge in IRAs and financial products..

Key responsibilities:

  • Handle inbound client inquiries via phone, email, and chat.
  • Provide information and support for self-directed IRAs and account activities.
  • Troubleshoot client issues and escalate complex concerns.
  • Maintain accurate records of client interactions and support routine transactions.

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Bitcoin IRA Financial Services Scaleup https://bitcoinira.com/
51 - 200 Employees
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Job description

Join a fast-growing financial services team supporting self-directed investors.
 
Are you a strong communicator with a passion for helping clients? We’re looking for a Client Service Associate to be the frontline of our customer experience. In this role, you’ll field 30–40 inbound calls and 20–30 emails per day from clients managing their self-directed IRAs—many of whom invest in alternative and digital assets.
 
This is a fully remote, full-time opportunity to join a dynamic, client-focused environment where no two days are quite the same. You'll gain hands-on experience in the financial services industry, build lasting client relationships, and be supported by a collaborative team.

What You'll Do:
  • Serve as the first point of contact for inbound client inquiries via phone, email, and live chat
  • Provide clear, accurate information about self-directed IRAs and client account activity
  • Help clients navigate the full lifecycle of their accounts—from setup and funding to compliance and asset management
  • Troubleshoot issues and escalate more complex concerns to the appropriate internal teams
  • Maintain detailed and timely records of all client interactions using our CRM
  • Manage call queues, group email inboxes, and service tickets, ensuring timely and professional responses
  • Support clients with routine banking transactions, account updates, and system navigation
  • Stay informed on industry regulations and internal policies affecting self-directed IRAs
  • Collaborate with internal departments to ensure seamless client experience
  • Participate in regular team meetings and training sessions
  • Step in to assist with ad-hoc tasks or projects that support client success

    • What we're looking for:
  • Prior experience in a customer-facing role, ideally within financial services or a call center
  • Strong communication and problem-solving skills
  • Comfort working in a high-volume, fast-paced environment
  • Familiarity with CRM systems and digital communication tools
  • A working knowledge of IRAs or a willingness to learn quickly
  • Attention to detail and commitment to service excellence
  • Ability to work independently in a remote setting while staying connected with the team
    • Flexible remote work environment with a standard Monday through Friday, 9:00 AM to 6:00 PM CST schedule.

    Required profile

    Experience

    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Microsoft Dynamics CRMAccount ManagementCommunication Software

    Other Skills

    • Customer Service
    • Communication
    • Problem Solving
    • Detail Oriented
    • Time Management
    • Adaptability
    Are you interested?

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