Remote Customer Success Specialist, Self-Directed IRAs
Remote / Online - Candidates ideally in
Box Elder, Pennington County, South Dakota, 57719, USA
Listed on 2026-07-29
Box Elder, Pennington County, South Dakota, 57719, USA
Listing for:
Forge Global
Remote/Work from Home
position Listed on 2026-07-29
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM, Technical Support
Job Description & How to Apply Below
Forge Trust, based in South Dakota, seeks a Customer Success Specialist to be the primary liaison for clients, delivering proactive guidance via chat, phone, and email. You will educate customers on product benefits, resolve complex issues, and partner with other teams to ensure satisfaction and retention.
Ideal candidates have a high school diploma and 2+ years in customer service, with strong communication skills and Microsoft Office proficiency.
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