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Experienced Customer Success Specialist – Self-Directed Retirement Account Expertise

Remote · USA Full-time New today

Are you a customer-centric professional with a passion for helping individuals achieve their financial goals? Do you thrive in a remote work environment and enjoy working from the comfort of your own home? If so, we invite you to join our team at blithequark as a Customer Success Specialist, where you will play a vital role in empowering investors to diversify their portfolios with alternative assets.

About blithequark

blithequark is a leading provider of self-directed retirement accounts that empower investors to take control of their financial futures. Our mission is to help our clients achieve their financial goals by offering innovative options, exceptional service, and unparalleled expertise. With a strong focus on customer satisfaction and retention, we are committed to building long-term relationships with our clients and helping them navigate the complexities of self-directed retirement accounts.

What You'll Do

As a Customer Success Specialist at blithequark, you will be the first point of contact for our clients and the voice of our customer in every interaction. Your primary responsibilities will include:

  • Using chats, phone calls, and emails to listen, teach, problem-solve, and provide proactive recommendations to our clients
  • Building trust and rapport with customers, educating them on the features and benefits of our products and services, and providing potential solutions to complex situations
  • Guiding them through each inquiry from start to finish
  • Collaborating with other teams to ensure customer satisfaction and retention

What You'll Need

To succeed in this role, you will need:

  • 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

Why Work for blithequark?

At blithequark, we value our employees as much as our customers.

We offer

  • 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
  • Competitive compensation: You will receive an hourly wage that reflects your skills and experience and is above the industry average
  • 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

About this Position

* This position is based out of Sioux Falls, SD and is fully remote anywhere in South Dakota

  • Monday – Friday - Hours 10:30 am to 7:00 pm
  • Full Benefits include Medical, Dental, Vision, Life, Disability and 401(k) plan
  • Fully Remote!
  • $20 hr. + based on experience
  • Internet stipend available

Join Our Team

If this sounds like the job for you, don't hesitate to apply today! We can't wait to hear from you!

Application Instructions

To apply for this position, please submit your resume and a cover letter explaining why you are the ideal candidate for this role. Please note that this position is only open to candidates who live in South Dakota. If you live outside of South Dakota, please do not apply at this time.

Equal Employment Opportunity

blithequark is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

COVID-19 Vaccination Policy

blithequark implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at blithequark. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment. Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Job Type

Full-time

Pay

$20.00 per hour

Benefits

* 401(k) matching

  • Health insurance

Schedule

* 8 hour shift

  • Monday to Friday

Location

Sioux Falls, SD (Required)

Work Location

Remote Apply Job! Apply for this job

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