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Horizon Trust Company · 1 day ago

Client Success Team

Las Vegas, NV

Full-time

Onsite

New Grad, Entry Level

Horizon Trust Company is a licensed and bonded trust company specializing in self-directed IRA custodial services. They are seeking a Client Success Team Member to provide exceptional support to clients, ensuring high levels of customer satisfaction and effective collaboration within the team.

Financial ServicesProfessional ServicesSmall and Medium Businesses

Responsibilities

Engaging with clients to deliver superior customer experiences

Addressing inquiries

Offering personalized assistance

Managing account processes

Qualification

Customer service expertiseCRM tools proficiencyInterpersonal skillsCommunication skillsOrganizational skillsFinancial services familiarityTeam collaborationDetail-orientedTime management

Required

Strong interpersonal and communication skills to build and maintain positive client relationships

Demonstrated expertise in customer service, with a focus on ensuring customer satisfaction and creating exceptional customer experiences

Ability to resolve client issues professionally and efficiently

Detail-oriented with strong organizational and time management skills

High school diploma or equivalent required

Preferred

Familiarity with financial services or IRA investment processes is a plus

Proficiency in office software and CRM tools

Ability to work collaboratively as part of a team in a fast-paced environment

Additional relevant certifications or education is a plus

Company

Horizon Trust Company

Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).

Founded in 2010

Albuquerque, New Mexico, USA

11-50 employees

https://www.horizontrust.com

Funding

Current Stage

Early Stage

Leadership Team

Greg Herlean

Founder

Company data provided by crunchbase