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 our clients, helping them manage their self-directed retirement accounts and ensuring customer satisfaction.

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