Job summary
Job post source
This job is directly from IRA Financial
Job overview
The Customer Service Specialist at IRA Financial is responsible for addressing client inquiries and resolving issues to ensure high customer satisfaction.
Responsibilities and impact
The role involves serving as the primary contact for customers via multiple channels, resolving complex issues, maintaining accurate client records, and collaborating with internal teams to support business goals.
Compensation and benefits
The position offers health, dental, and vision insurance, a 4% 401(k) employer contribution, paid time off including volunteer and birthday leave, parental leave, paid lunch breaks, catered lunches on Mondays, and monthly massages.
Experience and skills
Preferred qualifications include a bachelor's degree in finance, accounting, business administration or related field, experience in financial services especially IRA administration, proficiency with financial software and Microsoft Office, strong communication skills, empathy, patience, and problem-solving abilities.
Work environment and culture
The company provides a supportive on-site work environment in Sioux Falls, SD with a focus on employee well-being, including perks like catered lunches and massages.
Job location and travel
The job is full-time, on-site in Sioux Falls, SD, Monday through Friday with no nights or weekends.
Unique job features
The role includes unique employee benefits such as monthly massages and catered lunches, enhancing the work experience beyond typical customer service roles.
Company overview
IRA Financial is a financial services company specializing in self-directed retirement accounts, including self-directed IRAs and solo 401(k) plans. They provide clients with the ability to invest their retirement funds in a wide range of assets beyond traditional stocks and bonds, such as real estate, precious metals, and private businesses. Founded with the mission to empower individuals with greater control over their retirement savings, IRA Financial has grown by offering educational resources and personalized services to help clients navigate the complexities of self-directed investing. The company generates revenue through account setup fees, annual maintenance fees, and transaction fees associated with managing these alternative investment accounts. Understanding the intricacies of self-directed retirement accounts and the flexibility they offer can be crucial for candidates interested in joining IRA Financial.
How to land this job
Tailor your resume to emphasize your customer service skills, especially your ability to handle inquiries and resolve issues across multiple communication channels such as phone, email, and chat, which are critical for the Customer Service Specialist role at IRA Financial.
Highlight any experience related to financial services, IRA administration, or retirement accounts, along with your familiarity with financial software and Microsoft Office Suite, as these align closely with the job requirements.
Apply through IRA Financial’s corporate careers page and LinkedIn to maximize your application’s reach and ensure you are seen by multiple recruiters handling this position.
Connect with current employees in the customer service or client relations division at IRA Financial on LinkedIn. Use ice breakers like asking about their experience with client escalations or commenting on IRA Financial’s customer service approach to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'customer service,' 'IRA administration,' 'problem-solving,' 'financial software,' and 'client interactions' to improve your chances of passing automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate applying across multiple platforms, tailor your resume for ATS, and identify LinkedIn contacts in the relevant division, allowing you to focus your energy on preparing for interviews and networking effectively.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.