Customer Success Specialist

Job Summary

A company is looking for a Customer Success Specialist to assist clients with self-directed retirement accounts.

Key Responsibilities

• Serve as the first point of contact for clients, providing assistance through chats, phone calls, and emails
• Educate customers on product features and benefits, building trust and rapport
• Collaborate with other teams to ensure customer satisfaction and retention

Required Qualifications

• High school diploma or equivalent with 2 years of customer service experience
• Proven experience in customer support or as a Customer Success Professional
• Familiarity with Microsoft Office
• Ability to multi-task, prioritize, and manage time effectively
• Bachelor's degree or equivalent experience in related fields is preferred but not required