Client Success Specialist - Simple Ira Specialist

*This is for an in-office position.

Job Overview:

SPAN Enterprises is seeking a skilled Customer Service Representative with experience managing Simple IRAs to join our team. If you have a passion for providing exceptional customer service and possess knowledge of Simple IRA administration, we encourage you to apply for this exciting opportunity. Since 2009, SPAN Enterprises has developed a full suite of IRS e-Filing products for a variety of tax forms as well as business management solutions.

Responsibilities:

• Provide incoming support and proactively contact leads and potential clients through professional phone calls.
• Provide exceptional customer service by addressing client questions and concerns
• Stay up-to-date with industry trends and regulations to ensure compliance
• Develop and maintain strong relationships with clients to foster long-term partnerships

Qualifications:

• Bachelor's degree in finance, accounting, or a related field
• Proven experience in customer service roles with a focus on Simple IRAs
• Strong knowledge of asset management, investment management, and wealth management principles
• Exceptional analytical and problem-solving abilities
• Excellent communication and interpersonal skills

We offer competitive compensation packages along with opportunities for professional growth and development. If you are looking for a challenging role where you can utilize your expertise in the software industry, we encourage you to apply for this position.

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or qualifications associated with the role.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Rock Hill, SC 29732: Relocate before starting work (Required)

Work Location: In person