Customer Success Specialist

Job Summary

As the first point of contact for clients, the full-time Customer Success Specialist will work remotely from South Dakota, providing support through chats, phone calls, and emails to educate customers on self-directed retirement accounts and ensure their satisfaction and retention.

Key responsibilities

• Engage with clients via various communication channels to listen, teach, and provide proactive recommendations
• Build trust and rapport with customers, guiding them through inquiries from start to finish
• Collaborate with other teams to enhance 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
• Strong organizational and time management skills
• Bachelor's degree or equivalent experience in related fields preferred but not required