Note: The job is a remote job and is open to candidates in USA. Forge is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. As a Customer Success Specialist, you will be the first point of contact for clients, helping them manage their self-directed retirement accounts through effective communication and problem-solving.
Responsibilities
- Use chats, phone calls, and emails to listen, teach, problem solve and provide proactive recommendations to our clients
- Build trust and rapport with customers, educate them on the features and benefits of our products and services, and provide potential solutions to complex situations
- Guide them through each inquiry from start to finish
- Collaborate with other teams to ensure customer satisfaction and retention
Skills
- A high school diploma or equivalent and 2 years of customer service experience
- Proven customer support experience or experience as a Customer Success Professional
- Strong verbal and written communication skills as well as excellent phone etiquette
- Familiarity with Microsoft Office
- Customer orientation and ability to adapt/respond to different types of clients
- Ability to multi-task, prioritize, and manage time effectively
- Strong organizational and time management skills
- Ability to solve complex problems from start to finish
- Independent thinking skills while working with customers and team members
- A bachelor's degree or equivalent experience in related fields is preferred but not required
Benefits
- Remote Work Environment: You can work from the comfort of your own home if you have a reliable internet connection and a quiet, secure environment.
- Career growth: You will have opportunities to learn new skills, take on new challenges, and advance your career within the company.
- Benefits package: You will enjoy health insurance, retirement plan, paid time off, employee discounts, and more.
- Fun culture: You will work with a team of passionate, friendly, and supportive colleagues who share your values and vision.
- Full Benefits include Medical, Dental, Vision, Life, Disability and 401(k) plan.
- Internet stipend available.
Company Overview