IRA Financial is hiring: Customer Service Specialist in Sioux Falls

The Customer Service Specialist is responsible for addressing client inquiries, resolving issues, and ensuring a high level of satisfaction. This position involves interacting with clients via various channels, providing support, and contributing to the improvement of service processes.

• On-Site, Sioux Falls, SD
• Full Time, Monday-Friday, no nights or weekends
• Non-Exempt/Hourly

• Health, Dental, Vision Insurance
• 401(k) Employer Contribution of 4%
• Paid Time Off, Volunteer and Birthday Time Off
• Parental Leave
• Paid 30 Minute Lunch
• Catered lunch every Monday
• Monthly 15-minute massage

• Serve as the primary point of contact for customers through phone, email, chat, and other channels. Address inquiries, provide information, and resolve issues promptly and professionally.

• Identify and resolve client problems or concerns effectively. Handle complex and escalated issues with empathy and effective problem-solving skills.

• Ensure all documentation is up-to-date and accurate. Maintain accurate records of client interactions, transactions, comments, and complaints.

• Maintain in-depth knowledge of IRA Financials’ products and services. Provide accurate information and recommendations to customers based on their needs.

• Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.

• Other tasks as assigned by management.

• High school graduate or equivalent.

• Previous experience in financial services, particularly in IRA administration or retirement accounts, preferred.

• Commitment to delivering exceptional customer service.

• Previous experience with financial software, databases, and Microsoft Office Suite products.

• Strong verbal and written communication skills.

• Empathetic and patient with a strong customer-focused mindset.

• Strong problem-solving abilities and a proactive approach to challenges.