Remote Customer Success Specialist - Self-Directed IRAs
Remote / Online - Candidates ideally in
Yankton, Yankton County, South Dakota, 57078, USA
Listed on 2026-07-31
Yankton, Yankton County, South Dakota, 57078, USA
Listing for:
Forge Global
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM, HelpDesk/Support
Job Description & How to Apply Below
Forge Trust, a leading provider of self-directed retirement accounts, is seeking a Customer Success Specialist to be the first point of contact for clients and the voice of the customer in every interaction. You will listen, teach, problem solve, and provide proactive recommendations via chat, phone, and email, building trust and guiding inquiries from start to finish.
Collaborate with teams to ensure satisfaction and retention.
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