Account Manager, IRA Customer Relations

Posted 4 Days Ago
Be an Early Applicant
85255, Scottsdale, AZ, USA
In-Office
60K-60K Annually
Junior
Other • Professional Services • Retail • Sales • Financial Services
U.S. Money Reserve, America's Gold Authority® in government-issued precious metals, empowering clients with integrity.
The Role
Manage customer transactions involving precious-metal IRA liquidations and distributions. Verify account and metals information, obtain bids, create invoices, send DocuSign forms, prepare electronic paperwork, and coordinate with internal departments. Answer customer questions, guide clients through processes, and maintain accurate transaction records in Excel while managing a high volume of requests.
Summary Generated by Built In

About us

Founded in 2001, U.S. Money Reserve is one of the nation’s largest distributors of U.S. Government issued Gold, Silver, Platinum, and Palladium Coins. We strive to deliver a top-notch customer experience by providing our clients professional guidance throughout the process.

Job Summary:

We are seeking a highly motivated and customer-oriented individual to join our team as a IRA Account Manager, Customer Relations. As an IRA Account Manager you will be responsible for assisting customers seeking to liquidate or take distributions from their holdings of precious metals. This is a dynamic role that requires excellent communication skills, strong follow-up, and a passion for helping customers achieve their goals.  This is an in-office position, remote work is not available.

Duties:

· Contact customers by phone to verify information for distributions or liquidations.

· Use systems to access the customer's account to verify metals details.

· Obtain liquidation bids when necessary.

· Communicate with other departments required to complete distribution processes.

· Create necessary invoices for transactions.

· Email forms to the customer through DocuSign.

· Addressing customer questions or concerns and walking them through the process.

· Maintain all liquidation or distribution information in an Excel spreadsheet.

· Prepare and submit relevant electronic paperwork to facilitate the sale of assets.

Qualifications

· Ability to manage a high volume of “In Process” transactions.

· Basic competency in Excel and ability to learn internal and external systems to facilitate transactions.

· Exceptional attention to detail and customer service attitude.

· Impeccable work ethic and communications skills (bother verbally and in writing).

· Must be a self-starter with the ability to multitask.

· Excellent follow-up and organizational skills.

· Ability to prioritize competing tasks in a fast-paced, dynamic corporate environment.

We offer competitive compensation based on experience, along with comprehensive benefits package including medical, dental, vision and life insurance, 401(k), and paid time off. If you are passionate about delivering outstanding service and thrive in a high-volume environment, we would love to hear from you.

Job Type: Full-time

Benefits:

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

Schedule:

  • Monday to Friday

Experience:

  • Customer Relations or Administrative Position: 2 years (Required)

Location:

  • Scottsdale, AZ 85255 (Preferred)

Skills Required

  • Two years of experience in customer relations or an administrative position
  • Ability to manage a high volume of in-process transactions
  • Basic competency in Excel
  • Ability to learn internal and external systems
  • Exceptional attention to detail
  • Customer service orientation
  • Strong verbal and written communication skills
  • Self-starter with ability to multitask
  • Excellent follow-up and organizational skills
  • Ability to prioritize competing tasks in a fast-paced corporate environment
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The Company
HQ: Austin, TX
431 Employees
Year Founded: 2001

What We Do

U.S. Money Reserve, headquartered in Austin, Texas, is a leading private distributor of government-issued gold, silver, platinum, and palladium products. Established in 2001, our mission is to provide clients with straightforward access to physical precious metals for asset diversification, focusing on legal-tender coins as reliable financial assets rather than collectibles. Our team of knowledgeable professionals includes numismatic experts, market researchers, and a highly trained customer service group, all committed to helping clients make informed decisions about precious metals. U.S. Money Reserve also benefits from the expertise of two former U.S. Mint Directors—Philip N. Diehl and Edmund C. Moy—who support our educational efforts as well as our commitment to transparency and accuracy in all client interactions. Hundreds of U.S. Money Reserve reviews highlight our dedication to customer service and educational support. We prioritize client understanding by offering insights on economic trends, precious metals' roles in portfolio stability, and options for diversifying assets with government-backed products. These reviews reflect our ongoing efforts to deliver a superior customer experience while helping individual navigate the precious metals market with confidence. U.S. Money Reserve remains committed to providing clients with trusted, informed guidance on precious metals, making us a reliable resource for those seeking to add security and balance to their financial plans.

Why Work With Us

U.S. Money Reserve is a leader in government-issued precious metals, offering clients knowledge-driven, trustworthy service. With a culture focused on client support and integrity, our team enjoys a collaborative environment that prioritizes customer success. Explore U.S. Money Reserve reviews to see how we uphold integrity and client satisfaction.

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