Client Services Representative

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more. Our mission is to empower more people to exercise ownership in the world’s leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way. You can learn more about Forge in the following video : “The private market future starts now”. Call Center Representatives (Client Services Representative)    We are looking for a few amazing Call Center Representatives (also known as a Client Service Representatives) that have a passion for working with clients to join our hybrid /remote team.   We value our clients, and our call center representatives must have a significant level of trust, credibility and diplomacy as you will play a crucial role as the first point of contact. This work is incredibly rewarding and equally challenging.   Our clients have amazing stories filled with highs and lows. It is in these moments and many in between that you will make an impact. This opportunity is so much more than client service. Using phone calls, emails, and chats, you’ll be there to listen, problem solve and explore proactive problem-solving recommendations.   About this position: Hybrid/Remote Team- This role will be remote in South Dakota This office is based in Sioux Falls, South Dakota: Flexible to come in for team offsites or IT support if needed Hybrid/Remote Team Monday-Friday (no weekends) Work Hours 10:30 am to 7:00 p.m. CST $18 per hour depending on experience Full Benefits including Medical, Dental, Vision, Life, and 401(k) Client Service Representative Essential Responsibilities: Answer high volume, fast paced, incoming phone calls (approximately 50 calls) emails, fax, and webchats with professional etiquette Identify and assess clients’ needs to achieve and exceed client satisfaction Provide accurate, valid and complete information by using the right methods/tools in accordance with company procedures Keep records of client interactions, process client requests and file documents Follow communication procedures, guidelines and departmental policies and procedures Essential Skills: Active listening Patience Empathetic Excellent people skills Problem-solving skills Attention to detail Familiarity with computers and software Anticipating the needs of others Strong communication and personal diplomacy skills Continuous learner Requirements: High School Diploma or equivalent 1-2 years Customer Service experience Proven customer support experience or experience as a Client Service Representative Strong verbal and written communication skills as well as excellent phone etiquette. Familiarity with Microsoft Office. Customer orientation and ability to adapt/respond to different types of clients Ability to multi-task, prioritize, and manage time effectively Strong organizational and time management skills. Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working. Desired Requirements: Bachelor's Degree preferred or equivalent experience in related fields may substitute for the preferred education. Building and maintaining long-term professional relationships Strong problem solving, conflict resolution and negotiation skills Strong customer service orientation Ability to work under high call volume and fast paced Self-motivated and resourceful Eligibility Requirements: Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening Complete a background check Forge Trust is a division of Forge Global that helps tens of thousands of customers save for their future, with over $13 billion in assets under custody. Whether it is for buying a house, helping an entrepreneur start a company to change the world, or simply saving for that beach house they dream of living in one day, Forge Trust is a trusted and valued partner in realizing our customers’ dreams for their future years. Forge Trust is also the custodian that underlies LendingClub, WealthFront and Acorns, supporting almost 1.5 million consumers with their financial goals. We see incredible potential in bringing together this powerful platform with the broader trading and data capabilities of Forge Global. Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.  Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations. Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.