Client Service Associate
Remote
Retired.com – Operations /
Full-time /
Remote
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
$20 - $27 an hour
Flexible remote work environment with a standard Monday through Friday, 9:00 AM to 6:00 PM CST schedule.
