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Remote Customer Success Specialist, Self-Directed IRAs

Remote / Online - Candidates ideally in
Mitchell, Davison County, South Dakota, 57301, 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
Salary/Wage Range or Industry Benchmark: 24796 - 30307 USD Yearly USD 24796.00 30307.00 YEAR
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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