Company Overview MidAtlantic

IRA, LLC

is a dedicated IRA administration firm specializing in self-directed retirement accounts. Since 2004, we have empowered investors to diversify their portfolios by investing IRA funds in alternative assets such as real estate, private placements, precious metals, and more. Our mission is to deliver exceptional IRA management services that support our clients' investment goals. Job Overview We are seeking an energetic and detail-oriented Client Services Associate to join our dynamic team. In this role, you will serve as a vital point of contact for our clients, providing exceptional customer service while managing their accounts efficiently. Your proactive approach and strong organizational skills will ensure smooth client interactions, foster lasting relationships, and support the growth of our client base through effective communication and collaboration. Responsibilities Manage client accounts within our CRM system, ensuring accurate data entry and timely updates Serve as the primary point of contact for client inquiries via phone, email, and internal communication channels Assist clients with account setup, transaction processing, and ongoing account management activities Collaborate cross-functionally with sales, compliance, and operations teams to resolve client issues promptly Utilize order processing tools and Zoho CRM to track client requests and document interactions Support customer relationship management efforts by analyzing client data to identify opportunities for enhanced service Contribute to process improvements by providing feedback on CRM system functionality and customer service workflows Skills Strong project management skills with the ability to prioritize tasks effectively Proficiency in Zoho CRM system Excellent communication skills—both verbal and written—with a customer-focused approach Experience with Microsoft Office Suite for documentation and reporting purposes Ability to collaborate across departments to ensure seamless client experiences Knowledge of customer relationship management best practices and client service problem-solving techniques Analytical skills to interpret data for informed decision-making in client account management Join us to be part of a passionate team committed to delivering superior client service while growing your career in a fast-paced environment!

Pay:

$45,000.00 - $52,000.00 per year

Benefits:

401(k) 4% Match Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person